WEALTHHARBOR CAPITAL GROUP, LLC

CRD 118614File 801-62721

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$334.7M

Below cohort median (national)

Discretionary AUM

$299.2M

Non-discretionary $35.4M

Clients

252

374 accounts

Employees

Below cohort median in LA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jan 16, 2004
Principal office: 433 METAIRIE RD, SUITE 500, METAIRIE, LA, 70005
Phone: 504-482-1962
Website: HTTP://WWW.WEALTHHARBOR.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $334.7M
Discretionary AUM: $299.2M
Non-discretionary AUM: $35.4M
Discretionary accounts: 371
Non-discretionary accounts: 3
Total accounts: 374
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$5.7M
Charitable organizations	Fewer than 5	$4.5M
High net worth individuals	59	$120.0M
Pension and profit sharing plans	58	$186.8M
Individuals (other than high net worth individuals)	129	$17.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.