Tidehaven Wealth provides financial planning and portfolio management for individuals and small businesses.
Tidehaven Wealth reports 163 clients. They include 115 individual clients and 48 high-net-worth individuals. Of its assets, 99.9% ($125M across 543 accounts) are managed with discretion; $174K across 2 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 35% |
| High-net-worth individuals | 29% | 65% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 115 | $43.6M | 34.9% | $379K |
| High-net-worth individuals | 48 | $81.4M | 65.1% | $1.7M |
| Total | 163 | $125M | 100% | $767K |
- Clients
- 115
- Regulatory AUM
- $43.6M
- AUM share
- 34.9%
- Avg. per client
- $379K
- Clients
- 48
- Regulatory AUM
- $81.4M
- AUM share
- 65.1%
- Avg. per client
- $1.7M
Total
- Clients
- 163
- Regulatory AUM
- $125M
- AUM share
- 100%
- Avg. per client
- $767K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Tidehaven Wealth charges up to 1.50% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fees of $150 to $250 per hour, or fixed fees of $1,500 to $10,000 per project, as negotiated with the client.
Michael Grueneberger owns 50% to 75% of Tidehaven Wealth. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Tidehaven Wealth, LLC
Michael Grueneberger
Control person · since September 2015
- Owns 50% to 75% of Tidehaven Wealth, LLC
Kathryn Catalana
Control person · since September 2015
Besides its headquarters, Tidehaven Wealth has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 238 Mathis Ferry Road, Unit 104, Mount PleasantHQ
Contact and registration details
- Legal name
- Tidehaven Wealth, LLC
- Headquarters
- 238 Mathis Ferry Road, Unit 104, Mount Pleasant, SC 29464
- Website
- tidehavenwealth.com
- Phone
- 843-284-8040
- SEC file
- 801-135544
- Structure
- South Carolina LLC
- Fiscal year end
- December
Tidehaven Wealth’s named custodian for separately managed accounts is Charles Schwab ($125M). Tidehaven Wealth has custody of $125M for 163 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $125M100%
At year end, Tidehaven Wealth’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks4%
- Funds93%
- Cash3%
How many clients does Tidehaven Wealth have?
Tidehaven Wealth has 163 clients and manages $125 million for them, as of July 2026. They include 115 individual clients and 48 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Tidehaven Wealth offer?
Tidehaven Wealth provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Tidehaven Wealth charge?
Tidehaven Wealth charges up to 1.50% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Tidehaven Wealth use?
Tidehaven Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $125M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026
How many financial advisors does Tidehaven Wealth have?
Tidehaven Wealth has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tidehaven Wealth invest in?
At the end of its last fiscal year, Tidehaven Wealth’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tidehaven Wealth?
Tidehaven Wealth’s direct owners are Michael Grueneberger (50% to 75%) and Kathryn Catalana (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Tidehaven Wealth get paid?
Tidehaven Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tidehaven Wealth?
Tidehaven Wealth’s main office is at 238 Mathis Ferry Road, Unit 104, Mount Pleasant, SC 29464. Its phone number is 843-284-8040. Its website is tidehavenwealth.com.