Tidehaven Wealth, LLC: new SEC registration, $125M AUM, Mount Pleasant, SC
Tidehaven Wealth, LLC (Mount Pleasant, South Carolina): new SEC registration, $125M AUM, Mount Pleasant, SC. Its amount of 125 is below the median of 134 (44th percentile). Dated 238 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 125 · 44th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related SC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Tidehaven Wealth, LLC |
| Legal name | Tidehaven Wealth, LLC |
| CRD | 281814 |
| Status | Approved |
| Registered with the SEC | 2026-03-12 |
| Latest Form ADV filing | 2026-07-16 |
| Location | Mount Pleasant, SC, United States |
| Regulatory AUM | $124,983,821 |
| Accounts | 545 |
| Employees | 2 |
| Website | https://www.linkedin.com/in/michael-grueneberger-198857b/ |
| amount percentile | 44th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (14 SC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Tidehaven Wealth, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock Tidehaven Wealth + all 14 SC records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-12
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (SC first): Wealth Intelligently Navigated, LLC · Coastline Complete Wealth LLC · J. Freeman & Associates · Dba Big Money Retirement And Big Retirement · Tidal Creek Capital Advisors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Tidehaven Wealth, LLC and 14 South Carolina peers
- South Carolina NewRiaPulse records like this one: 14
- Tidehaven Wealth, LLC's amount: 44th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every South Carolina peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $125M under management.
- Website on file.
What is the NewRiaPulse record for Tidehaven Wealth, LLC in Mount Pleasant, South Carolina?
Tidehaven Wealth, LLC received SEC registration as an investment adviser (2026-03-12) with $124,983,821 in regulatory assets under management, based in Mount Pleasant, SC.
How does Tidehaven Wealth, LLC compare to other South Carolina NewRiaPulse records?
Its amount of 125 is below the median (44th percentile); smaller records often move faster and face less competition. It is 238 days old; check the official source for later updates before acting.
Tidehaven Wealth, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Tidehaven Wealth, LLC | Mount Pleasant, SC | 125 | 44th | 2026-03-12 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in South Carolina NewRiaPulse: Approved
More South Carolina public-record feeds
New SBA 7(a) & 504 Loan Approvals in South Carolina New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in South Carolina Nursing Home Inspection Deficiencies by State & Severity in South Carolina Largest U.S. Greenhouse Gas Emitters by Company, Sector & State (EPA GHGRP) in South Carolina New MSHA Citations at Mines & Quarries by State in South Carolina School & Library E-Rate Contracts Up for Rebid in South Carolina New Trucking Company Registrations in South Carolina Bank Branch Openings, Closings & Mergers by State in South Carolina
How to monitor Tidehaven Wealth, LLC and peer approved records
Get new NewRiaPulse records like Tidehaven Wealth, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.