Bank / Wealth / TrustRIA · CRD 155014SEC-Registered

Updated:

Tidewater Wealth Advisors

Tidewater Wealth Advisors is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1...

Tidewater Wealth Advisors logo

Tidewater Wealth Advisors

Tidewater Wealth Advisors is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Bank / Wealth / Trust

Year founded

2010

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Savannah

Corporate office

Savannah, GA, United States

Sector focus

Private CreditReal EstateVenture Capital

Frequently asked questions

What investment services does Tidewater Wealth Advisors offer?

Tidewater provides wealth management services with disclosed investment activity across private credit, real estate, and early-stage venture capital. The firm's venture practice targets generalist startup and early-stage opportunities. The precise allocation split between these asset classes is not publicly detailed, but the multi-asset structure indicates the firm manages client portfolios across both traditional and alternative investments.

How does Tidewater source its venture capital deals?

Tidewater's deal-sourcing mechanism is not publicly documented. Operating from Savannah rather than a major venture hub likely requires deliberate relationship-building, though the firm may leverage investment networks or fund commitments to access early-stage deals. The absence of a marketed co-investor club or public deal announcements makes the sourcing model difficult to assess from outside the firm.

Does Tidewater participate in fund commitments or only direct deals?

The firm's strategy description does not distinguish between direct investments and fund commitments within its venture capital and private credit allocations. Many wealth advisory practices mix direct co-investments with limited partner commitments to private funds. Tidewater's specific approach has not been publicly described, and prospective co-investors should inquire directly about the structure.

Does Tidewater Wealth Advisors have a philanthropic or family-office structure?

There is no public indication that Tidewater operates as a single-family office or maintains a separate philanthropic foundation. The firm presents as a wealth advisory practice serving multiple private clients, without a disclosed wealth-origin family or institutional endowment structure behind it.

How large is Tidewater Wealth Advisors?

Tidewater does not publicly disclose its assets under management, total deployment, or number of professionals. The firm maintains a low public profile with minimal digital footprint, suggesting either a deliberately private operation or a relatively modest scale compared to nationally marketed wealth managers. No regulatory filing that might disclose AUM has been identified in public records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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