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Cauble & Harre Wealth Management, Inc.

● SEC registered since 2009CRD 143812SEC# 801-70042St. Louis, MO
Export (members)
Reg. AUM
$255.1M
Employees
4
Accounts
416
Location
St. Louis, MO

Cauble & Harre Wealth Management, Inc. assets under management

Cauble & Harre Wealth Management, Inc. is an SEC-registered investment adviser based in St. Louis, MO. The firm has been registered since 2009. It reports $255.1 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/chfwealthView on SEC.gov ↗

Cauble & Harre Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Elizabeth Harre Cauble ControlPresident50-75%2007
Peter Beyerstedt Harre ControlChief Investment Officer & Chief Compliance Officer50-75%2007

Frequently asked questions

How much does Cauble & Harre Wealth Management, Inc. manage?

Cauble & Harre Wealth Management, Inc. reports $255.1 million in regulatory assets under management on its Form ADV.

How many employees does Cauble & Harre Wealth Management, Inc. have?

Cauble & Harre Wealth Management, Inc. reports 4 employees.

Where is Cauble & Harre Wealth Management, Inc. located?

Cauble & Harre Wealth Management, Inc. is based in St. Louis, MO and has been SEC-registered since 2009.

Does Cauble & Harre Wealth Management, Inc. disclose fund performance?

Cauble & Harre Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12977 North 40 Drive, Suite 213, St. Louis, MO 63141
Phone314-576-1112
Office hours9a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$255.1M
Non-discretionary$0
Total (RAUM)$255.1M