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| Fairhaven Wealth Management LLC
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|
|---|---|
| CRD # | 173771 |
| SEC # | 801-80596 |
| CIK # | 0001767056 |
| AUM | $606.7 MM (2023-03-02) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 630-333-9207 |
| Address | 104 E Roosevelt Road Wheaton, IL 60187 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 66.9 |
| (b) Individuals (high net worth individuals) | 226 | 529.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.0 |
| (h) Charitable organizations | 0 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,465 | 606.7 |
| By Discretionary | ||
| Discretionary | 1,463 | 600.8 |
| Non-Discretionary | 2 | 5.9 |
| Total | 1,465 | 606.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 606.7 | |
| Total | 1,465 | 606.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001767056] |
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Benjamin F Edwards Wealth Management LLC
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MO | 0.6 |
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Everest Financial Group LLC
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MN | 0.6 |
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Legacy Financial Group LLC
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IA | 0.6 |
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Old Mission Investment Company LLC
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MI | 0.6 |
|
Capvisor Associates LLC
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Potomac Fund Management Inc
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