Data / Investment advisers / Louisiana / Wealthharbor Capital Group, LLC
Wealthharbor Capital Group, LLC, Metairie, LA: $335 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wealthharbor Capital Group, LLC is an SEC registered investment adviser with its main office in Metairie, Louisiana and reports $335 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Wealthharbor Capital Group, LLC (CRD number 118614): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 118614
- SEC file number
- 801-62721
- SEC status
- Approved, effective January 16, 2004
- Main office
- 433 Metairie Rd Suite 500, Metairie, LA 70005
- Phone
- (504) 482-1962
- Website
- wealthharbor.com
- Regulatory AUM
- $334,662,398 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $299,223,609
- Non discretionary AUM
- $35,438,789
- Accounts
- 374
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 58 | $186.8 million |
| High net worth individuals | 59 | $120 million |
| Individuals (other than high net worth individuals) | 129 | $17.6 million |
| Corporations or other businesses | 6 | $5.7 million |
| Charitable organizations | Fewer than 5 | $4.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $334.7 million | March 25, 2026 |
| December 1, 2025 | $300.5 million | March 27, 2025 |
Other advisers in Metairie
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Second Line Capital, LLC | Metairie | $1.32 billion | Not listed | adviserinfo.sec.gov |
| FPL Capital Management, LLC | Metairie | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Longuevue Management Company LLC | Metairie | $1.01 billion | 4 | adviserinfo.sec.gov |
| Delta Financial Advisors, L.L.C. | Metairie | $592.3 million | Not listed | adviserinfo.sec.gov |
| Adg Wealth Management Group, LLC | Metairie | $336.3 million | Not listed | adviserinfo.sec.gov |
| Guilbault Capital | Metairie | $303.8 million | Not listed | adviserinfo.sec.gov |
| Regatta Research & Money Management L.L.C. | Metairie | $211.5 million | Not listed | adviserinfo.sec.gov |
| Crescent Sterling LTD. | Metairie | $210.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Metairie, LA
- Investment advisers in Louisiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Wealthharbor Capital Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.