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TIDEHAVEN WEALTH, LLC
CRD 281814 · SEC 801-135544
238 MATHIS FERRY ROAD, UNIT 104, MOUNT PLEASANT, SC, 29464, United States
Phone
843-284-8040
Fax
843-284-8166
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.0M
Discretionary AUM
$124.8M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $43.6M |
| High net worth individuals | 48 | $81.4M |
States served
LA, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD