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Wealthharbor Capital Group LLC
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CRD # | 118614 |
SEC # | 801-62721 |
CIK # | |
AUM | $292.6 MM (2024-03-26) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 504-482-1962 |
Address | 433 Metairie Rd Metairie, LA 70005 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 125 | 17.7 |
(b) Individuals (high net worth individuals) | 67 | 89.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 57 | 176.5 |
(h) Charitable organizations | 0 | 2.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 5 | 6.4 |
(n) Other | 0 | 0.0 |
Total | 360 | 292.6 |
By Discretionary | ||
Discretionary | 356 | 264.5 |
Non-Discretionary | 4 | 28.0 |
Total | 360 | 292.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 292.6 | |
Total | 360 | 292.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
TRED Avon Family Wealth LLC
✚
|
MD | 0.3 |
Longview Asset Management LLC
✚
|
NM | 0.3 |
Alpha Leonis Partners LLC
✚
|
NY | 0.3 |
Richard W Paul & Associates LLC
✚
|
MI | 0.3 |
Causey Wealth LLC
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|
CO | 0.3 |
Note Advisors LLC
✚
|
NY | 0.3 |
Wayfinding Financial LLC
✚
|
WA | 0.3 |
Spectrum Financial Inc
✚
|
VA | 0.3 |
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
Wealth Management Consultants Colorado LLC
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|
TX | 0.3 |