Wealthharbor Capital Group, LLC
Wealthharbor Capital Group, LLC is an SEC-registered asset manager in Metairie, LA with $334.7M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Wealthharbor Capital Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118614, SEC 801-62721, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $334.7M (2026-03-25)
- Firm type
- Asset Manager
- Location
- Metairie, LA
- Employees
- 9
- Clients
- 252
- CRD
- 118614
- Ownership
- GRANDBOUCHE, SCOTT, IRVIN; SEBOLD, GEOFFREY, HARDEN; DANNA, NICHOLAS, ALOYSIUS; ADAMS, PIERRE, LEMOINE; GRANDBOUCHE, BRANDON, SCOTT
How much AUM does Wealthharbor Capital Group, LLC have?
Wealthharbor Capital Group, LLC reported $334.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Wealthharbor Capital Group, LLC?
Disclosed owners and executives of Wealthharbor Capital Group, LLC include GRANDBOUCHE, SCOTT, IRVIN, SEBOLD, GEOFFREY, HARDEN, DANNA, NICHOLAS, ALOYSIUS, ADAMS, PIERRE, LEMOINE, GRANDBOUCHE, BRANDON, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.