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Fairhaven Wealth Management, LLC

CRD 173771SEC# 801-80596Wheaton, IL
Export (members)
No longer SEC-registered. Fairhaven Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$783.2M
Employees
19
Accounts
1,576
Location
Wheaton, IL

Fairhaven Wealth Management, LLC assets under management

Fairhaven Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Wheaton, IL. It reports $783.2 million in regulatory assets under management and employs 19 people.
View on SEC.gov ↗

Fairhaven Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Gery Joseph SadzewiczCcoUnder 5%2014
Marc D Horner ControlManaging MemberOver 75%2015

Frequently asked questions

How much does Fairhaven Wealth Management, LLC manage?

Fairhaven Wealth Management, LLC reports $783.2 million in regulatory assets under management on its Form ADV.

How many employees does Fairhaven Wealth Management, LLC have?

Fairhaven Wealth Management, LLC reports 19 employees.

Where is Fairhaven Wealth Management, LLC located?

Fairhaven Wealth Management, LLC is based in Wheaton, IL.

Does Fairhaven Wealth Management, LLC disclose fund performance?

Fairhaven Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address104 E. Roosevelt Road, Suite 100, Wheaton, IL 60187
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$783.2M
Non-discretionary$0
Total (RAUM)$783.2M