WEALTHHARBOR CAPITAL GROUP, LLC is a Metairie, Louisiana based financial advisory firm with nearly $296,146,121 in assets under management and provides investment advisory services for 211 clients. There are currently 6 financial advisors at the firm.
General Information |
| Firm CRD#: | 118614 | |
| SEC#: | 801-62721 | |
| Assets under Management: | $296,146,121 | |
| No. of Clients: | 211 | |
| No. of Advisors: | 6 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for Pooled Investment, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| STOKES FAMILY OFFICE LLC | 300899 | 801-115261 | 1544 | 7 | $1,644,236,484 |
| CULLEN ASSET MANAGEMENT | 18266 | 801-61265 | 1156 | 5 | $595,527,206 |
| AHRENS INVESTMENT PARTNERS, LLC | 222517 | 801-101539 | 1135 | 15 | $776,802,052 |
| MERIWETHER WEALTH & PLANNING, LLC | 310713 | 801-120142 | 1102 | 6 | $212,138,558 |
| LEES MONSOUR GROUP | 318023 | 801-123403 | 846 | 4 | $412,018,033 |
| HASSELL WEALTH MANAGEMENT | 297892 | 801-114012 | 837 | 8 | $246,735,025 |
| HIBERNIA WEALTH MANAGEMENT | 319509 | 801-124947 | 802 | 8 | $223,285,765 |
| FORTUNE 45, LLC. | 170693 | 801-120997 | 673 | 3 | $137,897,111 |
| ABEL HALL, LLC | 302076 | 801-116674 | 472 | 5 | $351,205,698 |
| APEX CAPITAL MANAGEMENT, L.L.C. | 117059 | 801-126097 | 387 | 11 | $157,244,590 |
| THIRTYNORTH INVESTMENTS, LLC | 155355 | 801-71921 | 321 | 4 | $287,711,000 |
| DEANE RETIREMENT STRATEGIES, INC. | 127096 | 801-68307 | 309 | 5 | $202,456,645 |
| GRAHAM, BORDELON, GOLSON & GILBERT, INC. | 104612 | 801-25887 | 293 | 5 | $297,543,253 |
| VINES CAPITAL MANAGEMENT, LLC | 298727 | 801-123516 | 246 | 2 | $110,940,518 |
| SPINOSA WEALTH MANAGEMENT GROUP | 170903 | 801-120889 | 233 | 1 | $146,843,889 |
| WALTER C. FLOWER & CO., INC | 110775 | 801-14116 | 39 | 5 | $407,951,411 |