Overview
Assets Under Management: $783 million
Headquarters: WHEATON, IL
High-Net-Worth Clients: 242
Average Client Assets: $3 million
Frequently Asked Questions
FAIRHAVEN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173771), FAIRHAVEN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FAIRHAVEN WEALTH MANAGEMENT, LLC is headquartered in WHEATON, IL.
FAIRHAVEN WEALTH MANAGEMENT, LLC serves 242 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, FAIRHAVEN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FAIRHAVEN WEALTH MANAGEMENT, LLC manages $783 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, FAIRHAVEN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,576
Discretionary Accounts: 1,576
Regulatory Filings
CRD Number: 173771
Last Filing Date: 2025-02-27 00:00:00
Website: https://gscomplianceconsulting.com