MOUNT PLEASANT, SCCRD 281814Latest ADV March 25, 2026
Tidehaven Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Pleasant, SC. Its latest Form ADV filing, dated March 25, 2026, reports $125M in regulatory assets under management, 2 employees, and 545 accounts.
Assets Under Management
$125M
Employees
2
Offices
--
Total Clients
163
Primary office
MOUNT PLEASANT, SC
238 MATHIS FERRY ROAD, UNIT 104, MOUNT PLEASANT, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.6% of total clients.
Top client categories% of clientsClients
1
Individuals
70.6%
115
2
HNWI
29.4%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125Mas of March 25, 2026
Discretionary99.9%
$125M
100% of total RAUM99.9%
Non-discretionary0.1%
$174K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$125M
Total Accounts545
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee82:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.