SourcingSourcing

TIDEHAVEN WEALTH, LLC

C38
CRD 281814·SEC 801-135544·MOUNT PLEASANT, SC
AUM
$125.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$375K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TIDEHAVEN WEALTH, LLC
CRD
281814
SEC file #
801-135544
EIN
—
DBA names
—

Economics

AUM
$125.0M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other115
Individuals High Net Worth48

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
MOUNT PLEASANT SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/in/michael-grueneberger-198857b(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CATALANA, KATHRYN, GRANTZ
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CATALANA, KATHRYN, GRANTZ
GRUENEBERGER, MICHAEL, WILSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab5
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4809950
Trust Company Affiliate
No

People (2)

2
GRUENEBERGER, MICHAEL, WILSON
IAR · Direct Owner · 62.5%
4802813
CATALANA, KATHRYN, GRANTZ
IAR · Direct Owner · 62.5%
4809950