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CAUBLE & HARRE WEALTH MANAGEMENT, INC.
CRD 143812 · SEC 801-70042
12977 NORTH 40 DRIVE, SUITE 213, ST. LOUIS, MO, 63141, United States
Phone
314-576-1112
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.6M
Discretionary AUM
$300.6M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $18.5M |
| High net worth individuals | 65 | $277.6M |
| Corporations/business entities | 2 | $4.5M |
States served
CA, IL, NM, WY, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD