WEALTHHARBOR CAPITAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$334,662,398
Discretionary
$299,223,609
Non-discretionary
$35,438,789
Firm details
- CRD number
- 118614
- SEC file number
- 801-62721
- Main office
- METAIRIE, LA, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTP://WWW.WEALTHHARBOR.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.