WEALTHHARBOR CAPITAL GROUP, LLC
  • WEALTHHARBOR CAPITAL GROUP, LLC
  • WEALTHHARBOR CAPITAL GROUP
  • WEALTHHARBOR RETIREMENT SERVICES
  • WEALTHHARBOR CAPITAL MANAGEMENT
  • WEALTHHARBOR FAMILY OFFICE

Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 01/16/2004
Other registrations (1)
ADV Location METAIRIE, LA, United States
Contact Info 504 xxxxxxx
Websites
AUM* 334,662,398 14%
of that, discretionary 299,223,609 13%
Number of Employees 9 50%
of those in investment advisory functions 6 50%
Private Fund GAV* 0
Avg Account Size 894,819 10%
% High Net Worth 23.05% -12%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

299M 256M 214M 171M 128M 85M 43M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary