Investment adviser · CRD 161646

WEALTHAVEN LLC

Investment adviser filing (IA)

· Form ADV filed Mar 30, 2015

Regulatory AUM
$214M
Form ADV · Item 5.F
Client accounts
19
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 30, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Hourly · Fixed

Principal office

CRD 161646

Filing source

Form ADV 900245 · Mar 30, 2015 · 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.