Data / Investment advisers / South Carolina / Tidehaven Wealth, LLC
Tidehaven Wealth, LLC, Mount Pleasant, SC: $125 million AUM, SEC registered investment adviser
Tidehaven Wealth, LLC is an SEC registered investment adviser with its main office in Mount Pleasant, South Carolina and reports $125 million in regulatory assets under management in its Form ADV filed July 16, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 281814
- SEC file number
- 801-135544
- SEC status
- Approved, effective March 12, 2026
- Main office
- 238 Mathis Ferry Road Unit 104, Mount Pleasant, SC 29464
- Phone
- (843) 284-8040
- Regulatory AUM
- $124,983,821 in the Form ADV filed July 16, 2026
- Discretionary AUM
- $124,810,053
- Non discretionary AUM
- $173,768
- Accounts
- 545
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $81.4 million |
| Individuals (other than high net worth individuals) | 115 | $43.6 million |
Other advisers in Mount Pleasant
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gunderson Capital Management | Mount Pleasant | $395.8 million | Not listed | adviserinfo.sec.gov |
| Saos Capital, LLC | Mount Pleasant | $239.1 million | Not listed | adviserinfo.sec.gov |
| 360 Financial Partners, LLC | Mount Pleasant | $206.5 million | Not listed | adviserinfo.sec.gov |
| Oceanside Advisors LLC | Mount Pleasant | $191.3 million | Not listed | adviserinfo.sec.gov |
| Imprint Wealth LLC | Mount Pleasant | $131.6 million | Not listed | adviserinfo.sec.gov |
| Runey & Associates Wealth Management | Mount Pleasant | $104.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mount Pleasant, SC
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Tidehaven Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.