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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fairhaven Wealth Management LLC
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| CRD # | 173771 |
| SEC # | 801-80596 |
| CIK # | 0001767056 |
| AUM | $783.2 M (2025-02-27) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 630-333-9207 |
| Address | 104 E Roosevelt Road Wheaton, IL 60187 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.8 | ||
| Microsoft Corp | 8.4 | ||
| Oracle Corp | 7.2 | ||
| J P Morgan Chase & Co | 7.0 | ||
| VISA Inc | 6.5 | ||
| Amazon Com Inc | 6.3 | ||
| Alphabet Inc | 5.7 | ||
| UnitedHealth Group Inc | 5.1 | ||
| Mastercard Inc | 4.9 | ||
| Lowes Companies Inc | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 305 | 100.2 |
| (b) Individuals (high net worth individuals) | 242 | 665.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.7 |
| (h) Charitable organizations | 0 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,576 | 783.2 |
| By Discretionary | ||
| Discretionary | 1,576 | 783.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,576 | 783.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 783.2 | |
| Total | 1,576 | 783.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767056] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shorepoint Capital Partners LLC
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|
MA | 0.8 |
|
Gill Capital Partners LLC
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CO | 0.8 |
|
Peak Wealth Solutions Inc
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OH | 0.8 |
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Princeton Global Asset Management LLC
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NJ | 0.8 |
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The Millstone Evans Group LLC
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CO | 0.8 |
|
Basepoint Wealth LLC
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IA | 0.8 |
|
Commonwealth Financial Services LLC
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|
WV | 0.8 |
|
Galecki Financial Management Inc
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|
IN | 0.8 |
|
Asset Allocation Strategies LLC
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|
MI | 0.8 |
|
Catalina Capital Group LLC
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|
CA | 0.8 |