|
⚲
|
| Keyboard |
| Wealthharbor Capital Group LLC
✚
|
|
|---|---|
| CRD # | 118614 |
| SEC # | 801-62721 |
| CIK # | |
| AUM | 334.7 M (2026-03-25) |
| Employees | 9 (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) | 129 | 17.6 |
| (b) Individuals (high net worth individuals) | 59 | 120.0 |
| (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 | 58 | 186.8 |
| (h) Charitable organizations | 0 | 4.5 |
| (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 | 6 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 374 | 334.7 |
| By Discretionary | ||
| Discretionary | 371 | 299.2 |
| Non-Discretionary | 3 | 35.4 |
| Total | 374 | 334.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.7 | |
| Total | 374 | 334.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pollock Investment Advisors LLC
✚
|
MI | 335.5 M |
|
Personal Financial Profiles Inc
✚
|
FL | 335.3 M |
|
The Menard Financial Group LLC
✚
|
TX | 335.3 M |
|
ARWA LLC
✚
|
TX | 335.0 M |
|
Molly B Investment Group LLC
✚
|
GA | 334.7 M |
|
Slayton Lewis Inc
✚
|
UT | 334.4 M |
|
Hewell Financial Group Inc
✚
|
334.4 M | |
|
Evermont Wealth Inc
✚
|
CA | 333.9 M |
|
Good Harbor Advisors Inc
✚
|
MA | 333.7 M |
|
Strait & Sound Wealth Management LLC
✚
|
333.7 M |