Wealthharbor Capital Group, LLC
● SEC registered since 2004CRD 118614SEC# 801-62721Metairie, LA
Reg. AUM
$334.7M
Employees
9
Accounts
374
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 $334.7 million in regulatory assets under management and employs 9 people.
Wealthharbor Capital Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Scott Grandbouche Control | Managing Partner, Cco | Over 75% | 2019 |
| Nicholas Aloysius Danna | Partner | Under 5% | 2019 |
| Pierre Lemoine Adams | Partner | Under 5% | 2019 |
Frequently asked questions
How much does Wealthharbor Capital Group, LLC manage?
Wealthharbor Capital Group, LLC reports $334.7 million in regulatory assets under management on its Form ADV.
How many employees does Wealthharbor Capital Group, LLC have?
Wealthharbor Capital Group, LLC reports 9 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
| Address | 433 Metairie Rd, Suite 500, Metairie, LA 70005 |
| Phone | 504-482-1962 |
| Fax | 504-267-9881 |
| Office hours | 8:30-5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$334.7M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$334.7Mregulatory AUM
Discretionary $299.2MNon-discretionary $35.4M