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Wealthharbor Capital Group, LLC

● SEC registered since 2004CRD 118614SEC# 801-62721Metairie, LA
Export (members)
Reg. AUM
$300.5M
Employees
6
Accounts
364
Location
Metairie, LA

Wealthharbor Capital Group, LLC assets under management

Wealthharbor Capital Group, LLC operates as an SEC-registered investment adviser based in Metairie, LA. The firm has been registered since 2004. It reports $300.5 million in regulatory assets under management and employs 6 people.
www.wealthharbor.comView on SEC.gov ↗

Wealthharbor Capital Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brandon Scott Grandbouche ControlManaging Partner, CcoOver 75%2019
Nicholas Aloysius DannaPartnerUnder 5%2019
Pierre Lemoine AdamsPartnerUnder 5%2019

Frequently asked questions

How much does Wealthharbor Capital Group, LLC manage?

Wealthharbor Capital Group, LLC reports $300.5 million in regulatory assets under management on its Form ADV.

How many employees does Wealthharbor Capital Group, LLC have?

Wealthharbor Capital Group, LLC reports 6 employees.

Where is Wealthharbor Capital Group, LLC located?

Wealthharbor Capital Group, LLC is based in Metairie, LA and has been SEC-registered since 2004.

Does Wealthharbor Capital Group, LLC disclose fund performance?

Wealthharbor Capital Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address433 Metairie Rd, Suite 500, Metairie, LA 70005
Phone504-482-1962
Fax504-267-9881
Office hours8:30-5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$267.9M
Non-discretionary$32.6M
Total (RAUM)$300.5M