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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-2024
- Office Locations
- 2
Office Locations
About Truehaven Capital
TrueHaven Capital is a wealth and asset management firm founded in 2022 serving high net worth individuals, families, and businesses. It runs in-house, actively managed portfolios emphasizing tax efficiency, hedging, and tailored asset allocation, and provides family office services across investment management, tax strategy, estate planning, and financial oversight. The firm also supports alternative investments with research, due diligence, reporting, and manager relationship management, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICAH JOHN WAKEFIELD
Chief Compliance Officer, Chief Executive Officer, Founder, Manager
- CRD
- #5644352
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jonathan Luke Berry
--
- CRD
- #6811449
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,416,364 | $597,414 |
| Non-Discretionary | $19,897,298 | $1,105,405 |
| Total | $62,313,662 | $700,154 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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