Investment adviser · CRD 118614
WEALTHHARBOR CAPITAL GROUP, LLC
Investment adviser filing (IA)
METAIRIE, LA, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $335M Form ADV · Item 5.F
- Client accounts
- 374 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| Retirement plans | 58 | $186,790,636 | 55.8% |
| High-net-worth individuals | 59 | $120,043,155 | 35.9% |
| Individuals | 129 | $17,626,591 | 5.3% |
| Corporations & businesses | 6 | $5,731,319 | 1.7% |
| Charities | Fewer than 5 | $4,470,697 | 1.3% |
Filing source
Form ADV 2082852 · Mar 25, 2026 · 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: Mar 25, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
433 METAIRIE RD, SUITE 500METAIRIE, LA, 70005, United States
CRD 118614
Filing source
Form ADV 2082852 · Mar 25, 2026 · 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.