FAIRHAVEN WEALTH MANAGEMENT, LLC
CRD #173771 SEC #801-80596 WHEATON, IL 630-333-9207
SEC Registered
Total AUM
$783.2M
Discretionary
$783.2M
Employees
19
Clients
101
Accounts
1,576
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $783.2M | $783.2M | $0 | 19 | 48 |
| Mar 2024 | $699.8M | $699.8M | $0 | 19 | 48 |
| Aug 2023 | $606.7M | $600.8M | $5.9M | 18 | 505 |
| Apr 2023 | $606.7M | $600.8M | $5.9M | 18 | 505 |
| Mar 2023 | $606.7M | $600.8M | $5.9M | 18 | 505 |
| Nov 2022 | $719M | $712M | $7M | 18 | 35 |
| Nov 2022 | $719M | $712M | $7M | 18 | 35 |
| Oct 2022 | $719M | $712M | $7M | 18 | 35 |
| Mar 2022 | $719M | $712M | $7M | 18 | 35 |
| Nov 2021 | $724.6M | $675.6M | $49.1M | 18 | 35 |
| Jul 2021 | $724.6M | $675.6M | $49.1M | 18 | 35 |
| Mar 2021 | $724.6M | $675.6M | $49.1M | 18 | 35 |
| Dec 2020 | $445.7M | $445.7M | $0 | 18 | 35 |
| Jun 2020 | $445.7M | $445.7M | $0 | 18 | 35 |
| Jun 2020 | $445.7M | $445.7M | $0 | 18 | 35 |
| Mar 2020 | $445.7M | $445.7M | $0 | 18 | 35 |
| Jun 2019 | $315.1M | $315.1M | $0 | 8 | 25 |
| May 2019 | $315.1M | $315.1M | $0 | 8 | 25 |
| Apr 2019 | $315.1M | $315.1M | $0 | 8 | 25 |
| Mar 2019 | $315.1M | $315.1M | $0 | 8 | 25 |
| Jan 2019 | $297.6M | $297.6M | $0 | 7 | 316 |
| Sep 2018 | $297.6M | $297.6M | $0 | 7 | 316 |
| Jun 2018 | $297.6M | $297.6M | $0 | 7 | 316 |
| May 2018 | $297.6M | $297.6M | $0 | 7 | 316 |
| Mar 2018 | $297.6M | $297.6M | $0 | 7 | 316 |
| Mar 2017 | $250M | $250M | $0 | 11 | 300 |
| Jan 2017 | $240.7M | $212.2M | $28.5M | 10 | 200 |
| Sep 2016 | $240.7M | $212.2M | $28.5M | 10 | 200 |
| Aug 2016 | $240.7M | $212.2M | $28.5M | 10 | 200 |
| Mar 2016 | $240.7M | $212.2M | $28.5M | 10 | 200 |
| Mar 2016 | $209.4M | $206.8M | $2.7M | 1 | 0 |
| Jan 2016 | $209.4M | $206.8M | $2.7M | 1 | 0 |
| Jan 2016 | $209.4M | $206.8M | $2.7M | 1 | 0 |
| Nov 2015 | $209.4M | $206.8M | $2.7M | 1 | 0 |
| Oct 2015 | $209.4M | $206.8M | $2.7M | 1 | 0 |
| Apr 2015 | $209.4M | $206.8M | $2.7M | 1 | 0 |
| Mar 2015 | $0 | $0 | $0 | 1 | 0 |
| Jan 2015 | $0 | $0 | $0 | 1 | 0 |
| Nov 2014 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$783.2M
Discretionary$783.2M
Non-Disc.$0
Employees19
Clients48
DateMar 2024
Total AUM$699.8M
Discretionary$699.8M
Non-Disc.$0
Employees19
Clients48
DateAug 2023
Total AUM$606.7M
Discretionary$600.8M
Non-Disc.$5.9M
Employees18
Clients505
DateApr 2023
Total AUM$606.7M
Discretionary$600.8M
Non-Disc.$5.9M
Employees18
Clients505
DateMar 2023
Total AUM$606.7M
Discretionary$600.8M
Non-Disc.$5.9M
Employees18
Clients505
DateNov 2022
Total AUM$719M
Discretionary$712M
Non-Disc.$7M
Employees18
Clients35
DateNov 2022
Total AUM$719M
Discretionary$712M
Non-Disc.$7M
Employees18
Clients35
DateOct 2022
Total AUM$719M
Discretionary$712M
Non-Disc.$7M
Employees18
Clients35
DateMar 2022
Total AUM$719M
Discretionary$712M
Non-Disc.$7M
Employees18
Clients35
DateNov 2021
Total AUM$724.6M
Discretionary$675.6M
Non-Disc.$49.1M
Employees18
Clients35
DateJul 2021
Total AUM$724.6M
Discretionary$675.6M
Non-Disc.$49.1M
Employees18
Clients35
DateMar 2021
Total AUM$724.6M
Discretionary$675.6M
Non-Disc.$49.1M
Employees18
Clients35
DateDec 2020
Total AUM$445.7M
Discretionary$445.7M
Non-Disc.$0
Employees18
Clients35
DateJun 2020
Total AUM$445.7M
Discretionary$445.7M
Non-Disc.$0
Employees18
Clients35
DateJun 2020
Total AUM$445.7M
Discretionary$445.7M
Non-Disc.$0
Employees18
Clients35
DateMar 2020
Total AUM$445.7M
Discretionary$445.7M
Non-Disc.$0
Employees18
Clients35
DateJun 2019
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees8
Clients25
DateMay 2019
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees8
Clients25
DateApr 2019
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees8
Clients25
DateMar 2019
Total AUM$315.1M
Discretionary$315.1M
Non-Disc.$0
Employees8
Clients25
DateJan 2019
Total AUM$297.6M
Discretionary$297.6M
Non-Disc.$0
Employees7
Clients316
DateSep 2018
Total AUM$297.6M
Discretionary$297.6M
Non-Disc.$0
Employees7
Clients316
DateJun 2018
Total AUM$297.6M
Discretionary$297.6M
Non-Disc.$0
Employees7
Clients316
DateMay 2018
Total AUM$297.6M
Discretionary$297.6M
Non-Disc.$0
Employees7
Clients316
DateMar 2018
Total AUM$297.6M
Discretionary$297.6M
Non-Disc.$0
Employees7
Clients316
DateMar 2017
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees11
Clients300
DateJan 2017
Total AUM$240.7M
Discretionary$212.2M
Non-Disc.$28.5M
Employees10
Clients200
DateSep 2016
Total AUM$240.7M
Discretionary$212.2M
Non-Disc.$28.5M
Employees10
Clients200
DateAug 2016
Total AUM$240.7M
Discretionary$212.2M
Non-Disc.$28.5M
Employees10
Clients200
DateMar 2016
Total AUM$240.7M
Discretionary$212.2M
Non-Disc.$28.5M
Employees10
Clients200
DateMar 2016
Total AUM$209.4M
Discretionary$206.8M
Non-Disc.$2.7M
Employees1
Clients0
DateJan 2016
Total AUM$209.4M
Discretionary$206.8M
Non-Disc.$2.7M
Employees1
Clients0
DateJan 2016
Total AUM$209.4M
Discretionary$206.8M
Non-Disc.$2.7M
Employees1
Clients0
DateNov 2015
Total AUM$209.4M
Discretionary$206.8M
Non-Disc.$2.7M
Employees1
Clients0
DateOct 2015
Total AUM$209.4M
Discretionary$206.8M
Non-Disc.$2.7M
Employees1
Clients0
DateApr 2015
Total AUM$209.4M
Discretionary$206.8M
Non-Disc.$2.7M
Employees1
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0