Fairhaven Wealth Management, LLC
CRD 173771SEC# 801-80596Wheaton, IL
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.
Fairhaven Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gery Joseph Sadzewicz | Cco | Under 5% | 2014 |
| Marc D Horner Control | Managing Member | Over 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
| Address | 104 E. Roosevelt Road, Suite 100, Wheaton, IL 60187 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$783.2MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$783.2Mregulatory AUM
Discretionary $783.2M