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$14.8M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-2010
- Office Locations
- 1
Office Locations
-- Savannah GA
About Tidewater Wealth Advisors
Tidewater Wealth Advisors is a Savannah-based RIA. The firm has been operating for 15 years. Managing $14.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
74 AVG AGE
$14.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
WILLIAM WASH CHISHOLM JR
Chief Compliance Officer, Managing Partner, Owner
- CRD
- #45949
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,773,119 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,773,119 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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