Tidewater Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,773,119
Total clients
11
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$1,343,011
About
Tidewater Wealth Advisors is a state-registered independent investment adviser that provides discretionary portfolio management for a small number of individual, trust, estate and small-business clients. The firm focuses on customized asset management and does not act as a custodian for client funds other than authorized fee deductions.
The firm’s investment approach centers on strategic asset allocation intended to reduce risk and enhance returns, using both fundamental and technical analysis across long- and short-term strategies. Tidewater also offers access to third‑party model portfolios developed and maintained by Netherby, which rely on modern portfolio theory and efficient‑market principles and incorporate institutional mutual funds and satellite alternative holdings; it may use a behavioral finance risk‑assessment tool to align clients with LifeStage or custom portfolios.
Noteworthy for a solo independent adviser, Tidewater combines traditional equity and fixed‑income allocations with the ability to implement more complex tactics — including options, short sales, margin, derivatives, and investments in partnership interests such as real estate and oil & gas vehicles — and integrates third‑party model accounting with its custodian. The firm maintains a small client roster and leaves proxy voting to clients while limiting custody to authorized fee deduction, reflecting a more boutique and operationally streamlined model than many peers.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Private / alternative investments
Concentrated stock management
Fee options
$0 - $5 million: 1.00% annually $5 million - $10 million: 0.60% annually $10 million+: 0.50% annually
Account minimum: $2 million Fee-only: 1.00% annually on first $5 million, 0.60% on next $5 million, 0.50% thereafter, all payable monthly in arrears; additional 0.20% annual fee for assets managed via Netherby models.
Most active in
Tidewater Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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