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Cauble & Harre Wealth Management, Inc.

● SEC registered since 2009CRD 143812SEC# 801-70042St. Louis, MO
Export (members)
Reg. AUM
$300.6M
Employees
4
Accounts
432
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 $300.6 million in regulatory assets under management and employs 4 people.

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 $300.6 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

Regulatory AUM

$300.6M▲ 18%
Mar '25 — $255.1MApr '25 — $255.1MMay '25 — $255.1MJun '25 — $255.1MJul '25 — $255.1MAug '25 — $255.1MSep '25 — $255.1MOct '25 — $255.1MNov '25 — $255.1MDec '25 — $255.1MJan '26 — $255.1MFeb '26 — $255.1MMar '26 — $300.6MApr '26 — $300.6MMay '26 — $300.6MJun '26 — $300.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$300.6Mregulatory AUM
Discretionary $300.6M