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  1. Companies/
  2. Wealthharbor Capital Group, LLC

Filings through Oct 24, 2026.

Wealthharbor Capital Group, LLC

EIN 72-1442258-investment management-Latest filing 2025
Plans
1
Retirement
1
$370K assets
Health & Benefits
0
Participants
3
365 CANAL STREET, SUITE 3050 - NEW ORLEANS, LA 70130504-482-1962wealthharbor.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$370K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WEALTHHARBOR 401(K) PROFIT SHARING PLAN

401(k)

Assets$370K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WEALTHHARBOR 401(K) PROFIT SHARING PLAN401(k)$370K32025
  • WEALTHHARBOR 401(K) PROFIT SHARING PLAN$370K
    #001 · 401(k) · 20253
Retirement plans
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