Wealthharbor Capital Group LLC

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Assets, Funds, Holdings

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Wealthharbor Capital Group LLC
CRD #118614
SEC #801-62721
CIK #
AUM $292.6 MM (2024-03-26)
Employees 6 (67% Investors, 0% Brokers)
Phone504-482-1962
Address433 Metairie Rd
Metairie, LA 70005
Source [IAPD] [Website]
Total AUM ($MM)
3002401801206002004201120182025
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
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
TX 0.3
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