Wealthharbor Capital Group, LLC

Wealthharbor Capital Group, LLC (CRD# 118614) is a financial advisory firm headquartered in New Orleans, LA. They manage $165,723,800 in 301 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $550,577
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, KY, LA, MS, NJ, NY, OH, TX

Financial Advisors at Wealthharbor Capital Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
William C. Beard
CRD#: 4646219
22 Doctor's Drive, Suite C, Ocean Springs, MS 39564
93
Wealthminder
score

William Beard (CRD# 4646219) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Ocean Springs, MS and has over 14 years of experience in the finance industry.

2
Mark H. Hooker
CRD#: 3244646
22 Doctor's Drive, Suite C, Ocean Springs, MS 39564
93
Wealthminder
score

Mark Hooker (CRD# 3244646) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Ocean Springs, MS and has over 18 years of experience in the finance industry.

3
Earnest S. Martin
CRD#: 1699465
624 Julia St, New Orleans, LA 70130
93
Wealthminder
score

Earnest Martin (CRD# 1699465) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in New Orleans, LA and has over 30 years of experience in the finance industry.

4
Melanie K. Martin
CRD#: 2776814
624 Julia St, New Orleans, LA 70130
93
Wealthminder
score

Melanie Martin (CRD# 2776814) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in New Orleans, LA and has over 20 years of experience in the finance industry.

5
Larry W. McDaniel
CRD#: 2839600
Ocala, FL
93
Wealthminder
score

Larry McDaniel (CRD# 2839600) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Ocala, FL and has over 21 years of experience in the finance industry.

6
Scott I. Grandbouche
CRD#: 826673
365 Canal Street, Suite 3050, New Orleans, LA 70130
83
Wealthminder
score

Scott Grandbouche (CRD# 826673) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in New Orleans, LA and has over 32 years of experience in the finance industry.

7
Brandon S. Grandbouche
CRD#: 4894710
365 Canal Street, Suite 3050, New Orleans, LA 70130
73
Wealthminder
score

Brandon Grandbouche (CRD# 4894710) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in New Orleans, LA and has over 13 years of experience in the finance industry.

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