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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthharbor Capital Group LLC
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|---|---|
| CRD # | 118614 |
| SEC # | 801-62721 |
| CIK # | |
| AUM | $300.5 M (2025-03-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 504-482-1962 |
| Address | 433 Metairie Rd Metairie, LA 70005 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 22.1 |
| (b) Individuals (high net worth individuals) | 59 | 102.0 |
| (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 | 56 | 170.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (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 | 7 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 364 | 300.5 |
| By Discretionary | ||
| Discretionary | 360 | 267.9 |
| Non-Discretionary | 4 | 32.6 |
| Total | 364 | 300.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.5 | |
| Total | 364 | 300.5 |
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|---|---|---|
|
Freedom Financial Partners LLC
✚
|
MN | 0.3 |
|
Prosperity Advisers LLC
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PA | 0.3 |
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UP Strategic Wealth Investment Advisors LLC
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|
The Retirement GUYS Formula LLC
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OH | 0.3 |
|
Blackston's Financial Advisory Group LLC
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FL | 0.3 |
|
BCO Wealth Management LLC
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|
NM | 0.3 |
|
Topel & Distasi Wealth Management LLC
✚
|
CA | 0.3 |
|
Croak Asset Management LLC
✚
|
OH | 0.3 |
|
Willow Grove Advisors LLC
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|
CA | 0.3 |
|
Eltekon Advisors LLC
✚
|
TX | 0.3 |