AdvisorCensus / Financial advisors / South Carolina / Charleston / Tidehaven Wealth, LLC
Tidehaven Wealth, LLC is an SEC-registered investment advisory firm in Mount Pleasant, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.
Quick answers
From the filingHow is Tidehaven Wealth, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Tidehaven Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Tidehaven Wealth, LLC charge?
Its Form ADV Part 2A brochure dated February 11, 2026 states: Hourly rate: $150 to $250 an hour (financial planning services); Flat fee: $1,500 to $10,000 (longer-term consulting projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Tidehaven Wealth, LLC located?
Tidehaven Wealth, LLC's principal office is in Mount Pleasant, SC, according to its Form ADV.
Is Tidehaven Wealth, LLC registered with the SEC or a state?
Tidehaven Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 281814.
How much does Tidehaven Wealth, LLC manage?
Tidehaven Wealth, LLC reports $124,983,821 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).
What types of clients does Tidehaven Wealth, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (48).
Which custodians does Tidehaven Wealth, LLC use?
Tidehaven Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.
Does Tidehaven Wealth, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281814
Does Tidehaven Wealth, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 11, 2026 says: "There is no minimum required to open and maintain an advisory account."
What changed in Tidehaven Wealth, LLC's recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in GA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no minimum required to open and maintain an advisory account.
Hourly rate: $150 to $250 an hour (financial planning services)
The brochure's wording
Hourly fees range from $ 150 - $250 per hour, depending on what is negotiated between Tidehaven Wealth and the client.
Flat fee: $1,500 to $10,000 (longer-term consulting projects)
The brochure's wording
Fixed fees for longer-term consulting projects range from $1,500 to $10,000 per project.
As stated in the firm's Form ADV Part 2A brochure dated February 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$124,983,821 as of October 2026, filing dated July 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in GA.
- April 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Tidehaven Wealth, LLC (CRD 281814): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/tidehaven-wealth-llc-mount-pleasant-sc-281814