Kathryn Grantz Catalana
Investment adviser representative at Tidehaven Wealth, LLC
2 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$125MFirm assets
Are you Kathryn Grantz Catalana? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
2 years in the industry.
- Tidehaven Wealth, LLCNov 2015 to now
- Triad Advisors, Inc.Nov 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Tidehaven Wealth, LLC
$125MAssets managed
163Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4809950
- Firm CRD
- 281814