# 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.

- CRD: 281814
- Filed as: TIDEHAVEN WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mount Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281814
- AdvisorCensus page: https://advisorcensus.com/firm/tidehaven-wealth-llc-mount-pleasant-sc-281814

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 11, 2026)

- Account minimum: None

> There is no minimum required to open and maintain an advisory account.

- Hourly rate: $150 to $250 an hour (financial planning services)

> 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)

> Fixed fees for longer-term consulting projects range from $1,500 to $10,000 per project.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

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.

### Regulatory assets under management (Item 5.F)
- Total: $124,983,821
- Discretionary: $124,810,053
- Non-discretionary: $173,768

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $43,615,724 |
| High net worth individuals | 48 | $81,368,097 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tidehavenwealth.com
- LinkedIn @michael-grueneberger-198857b

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in GA.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tidehaven Wealth, LLC (CRD 281814): Form ADV filing data as of October 2026.