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- Custodian
- Capital Group ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-16-2004
- Office Locations
- 2
Office Locations
About Wealthharbor Capital Group, LLC
WealthHarbor Capital Group is a conflict-free fiduciary advisor focused on retirement outcomes. The firm designs and manages employer retirement programs, including the WealthHarbor Select 401(k) platform built to avoid proprietary-fund conflicts, expand investment choice, and reduce hidden fees while supporting plan fiduciaries. It also structures cash balance plans for business owners and highly compensated professionals seeking larger tax-deductible contributions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRANDON SCOTT GRANDBOUCHE
Chief Compliance Officer, Investment Advisor, Managing Partner
- CRD
- #4894710
- Ownership
- 75% or more
PIERRE LEMOINE ADAMS
Manager, Partner
- CRD
- #2798030
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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WILLIAM C BEARD III
Chief Financial Officer
- CRD
- #4646219
Brian Edward Currie
Chief Investment Officer
- CRD
- #7170435
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $299,223,609 | $806,533 |
| Non-Discretionary | $35,438,789 | $11,812,930 |
| Total | $334,662,398 | $894,819 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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