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WEALTHHARBOR CAPITAL GROUP, LLC
CRD 118614 · SEC 801-62721
433 METAIRIE RD, SUITE 500, METAIRIE, LA, 70005, United States
Phone
504-482-1962
Fax
504-267-9881
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$334.7M
Discretionary AUM
$299.2M
Team
9 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $17.6M |
| High net worth individuals | 59 | $120.0M |
| Pension/profit sharing plans | 58 | $186.8M |
| Corporations/business entities | 6 | $5.7M |
States served
LA, MS, TX, FL
All web addresses on file
Official SEC filing: View on IAPD