WEALTHHARBOR CAPITAL GROUP, LLC
CRD #118614 SEC #801-62721 METAIRIE, LA 504-482-1962
SEC Registered
Total AUM
$300.5M
Discretionary
$267.9M
Employees
6
Clients
--
Accounts
364
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $300.5M | $267.9M | $32.6M | 6 | 0 |
| Mar 2024 | $292.6M | $264.5M | $28M | 6 | 0 |
| Mar 2023 | $252.4M | $226.7M | $25.7M | 6 | 0 |
| Mar 2022 | $296.1M | $265.3M | $30.8M | 6 | 0 |
| Mar 2021 | $253.7M | $230.2M | $23.5M | 6 | 0 |
| Jun 2020 | $210.7M | $204.2M | $6.5M | 6 | 0 |
| Apr 2020 | $210.7M | $204.2M | $6.5M | 6 | 0 |
| Mar 2019 | $197.6M | $188.6M | $8.9M | 6 | 0 |
| Mar 2018 | $182.2M | $173.6M | $8.6M | 4 | 0 |
| Mar 2017 | $165.7M | $158.8M | $6.9M | 4 | 200 |
| Jul 2016 | $143.5M | $137.7M | $5.8M | 3 | 200 |
| Mar 2016 | $143.5M | $143.5M | $0 | 3 | 200 |
| Mar 2015 | $146.6M | $146.6M | $0 | 3 | 200 |
| Mar 2014 | $141.5M | $139M | $2.5M | 3 | 200 |
| Mar 2013 | $126.9M | $122.6M | $4.3M | 3 | 300 |
| Mar 2012 | $113M | $107M | $6M | 1 | 300 |
| Feb 2011 | $107M | $100M | $7M | 5 | -- |
| Mar 2009 | $43M | $38M | $5M | 5 | -- |
| May 2007 | $79.9M | $76.9M | $3M | 5 | -- |
| Mar 2007 | $79.9M | $76.9M | $3M | 5 | -- |
| Feb 2006 | $65M | $54M | $11M | 5 | -- |
| Dec 2005 | $61.3M | $30.6M | $30.7M | 5 | -- |
| Nov 2005 | $61.3M | $30.6M | $30.7M | 5 | -- |
| Apr 2004 | $35.9M | $25M | $10.9M | 5 | -- |
| Mar 2004 | $35.9M | $25M | $10.9M | 5 | -- |
| Jan 2004 | $35.9M | $25M | $10.9M | 5 | -- |
DateMar 2025
Total AUM$300.5M
Discretionary$267.9M
Non-Disc.$32.6M
Employees6
Clients0
DateMar 2024
Total AUM$292.6M
Discretionary$264.5M
Non-Disc.$28M
Employees6
Clients0
DateMar 2023
Total AUM$252.4M
Discretionary$226.7M
Non-Disc.$25.7M
Employees6
Clients0
DateMar 2022
Total AUM$296.1M
Discretionary$265.3M
Non-Disc.$30.8M
Employees6
Clients0
DateMar 2021
Total AUM$253.7M
Discretionary$230.2M
Non-Disc.$23.5M
Employees6
Clients0
DateJun 2020
Total AUM$210.7M
Discretionary$204.2M
Non-Disc.$6.5M
Employees6
Clients0
DateApr 2020
Total AUM$210.7M
Discretionary$204.2M
Non-Disc.$6.5M
Employees6
Clients0
DateMar 2019
Total AUM$197.6M
Discretionary$188.6M
Non-Disc.$8.9M
Employees6
Clients0
DateMar 2018
Total AUM$182.2M
Discretionary$173.6M
Non-Disc.$8.6M
Employees4
Clients0
DateMar 2017
Total AUM$165.7M
Discretionary$158.8M
Non-Disc.$6.9M
Employees4
Clients200
DateJul 2016
Total AUM$143.5M
Discretionary$137.7M
Non-Disc.$5.8M
Employees3
Clients200
DateMar 2016
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees3
Clients200
DateMar 2015
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$141.5M
Discretionary$139M
Non-Disc.$2.5M
Employees3
Clients200
DateMar 2013
Total AUM$126.9M
Discretionary$122.6M
Non-Disc.$4.3M
Employees3
Clients300
DateMar 2012
Total AUM$113M
Discretionary$107M
Non-Disc.$6M
Employees1
Clients300
DateFeb 2011
Total AUM$107M
Discretionary$100M
Non-Disc.$7M
Employees5
Clients--
DateMar 2009
Total AUM$43M
Discretionary$38M
Non-Disc.$5M
Employees5
Clients--
DateMay 2007
Total AUM$79.9M
Discretionary$76.9M
Non-Disc.$3M
Employees5
Clients--
DateMar 2007
Total AUM$79.9M
Discretionary$76.9M
Non-Disc.$3M
Employees5
Clients--
DateFeb 2006
Total AUM$65M
Discretionary$54M
Non-Disc.$11M
Employees5
Clients--
DateDec 2005
Total AUM$61.3M
Discretionary$30.6M
Non-Disc.$30.7M
Employees5
Clients--
DateNov 2005
Total AUM$61.3M
Discretionary$30.6M
Non-Disc.$30.7M
Employees5
Clients--
DateApr 2004
Total AUM$35.9M
Discretionary$25M
Non-Disc.$10.9M
Employees5
Clients--
DateMar 2004
Total AUM$35.9M
Discretionary$25M
Non-Disc.$10.9M
Employees5
Clients--
DateJan 2004
Total AUM$35.9M
Discretionary$25M
Non-Disc.$10.9M
Employees5
Clients--