Investment adviser · CRD 173771
FAIRHAVEN WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
WHEATON, IL, United States · Form ADV filed Feb 27, 2025
- Regulatory AUM
- $783M Form ADV · Item 5.F
- Client accounts
- 1,576 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 242 | $665,895,867 | 85.0% |
| Individuals | 305 | $100,245,120 | 12.8% |
| Retirement plans | Fewer than 5 | $8,688,257 | 1.1% |
| Charities | Fewer than 5 | $4,322,824 | 0.6% |
| Corporations & businesses | Fewer than 5 | $4,041,142 | 0.5% |
Filing source
Form ADV 1942391 · Feb 27, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Fixed · Commissions
Principal office
104 E. ROOSEVELT ROAD, SUITE 100WHEATON, IL, 60187, United States
CRD 173771
Filing source
Form ADV 1942391 · Feb 27, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.