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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-11-2015
- Office Locations
- 1
Office Locations
About Tidehaven Wealth, LLC
Tidehaven Wealth is an independent, fee-based financial planning and investment advisory firm in Mount Pleasant, South Carolina. Led by founders Michael Grueneberger and Katie Catalana, the team provides personalized planning, portfolio construction, and ongoing asset management using ETFs and mutual funds. Client focus includes professionals such as physicians, with custody primarily through Charles Schwab.
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Owner & Executives
KATHRYN GRANTZ CATALANA
Chief Compliance Officer, Financial Advisor, PARTNER
- CRD
- #4809950
- Ownership
- 50% but less than 75%
MICHAEL WILSON GRUENEBERGER
Financial Planner, PARTNER
- CRD
- #4802813
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,810,053 | $229,853 |
| Non-Discretionary | $173,768 | $86,884 |
| Total | $124,983,821 | $229,328 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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