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TIDEHAVEN WEALTH, LLC

MOUNT PLEASANT, SC · CRD 281814 · IAPD ↗ · 843-284-8040

$125.0MRegulatory AUM
2Advisory reps
2Employees
3Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — TIDEHAVEN WEALTH, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2026 — TIDEHAVEN WEALTH, LLC (MOUNT PLEASANT, SC) is newly SEC-registered with $125.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.