Overview
Assets Under Management: $335 million
Headquarters: METAIRIE, LA
High-Net-Worth Clients: 59
Average Client Assets: $2.0 million
Frequently Asked Questions
WEALTHHARBOR CAPITAL GROUP, 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 #118614), WEALTHHARBOR CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
WEALTHHARBOR CAPITAL GROUP, LLC is headquartered in METAIRIE, LA.
WEALTHHARBOR CAPITAL GROUP, LLC serves 59 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, WEALTHHARBOR CAPITAL GROUP, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WEALTHHARBOR CAPITAL GROUP, LLC manages $335 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, WEALTHHARBOR CAPITAL GROUP, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.87%
Average Client Assets: $2.0 million
Total Client Accounts: 374
Discretionary Accounts: 371
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 118614
Filing ID: 2082852
Last Filing Date: 2026-03-25 16:55:05