FAIRHAVEN WEALTH MANAGEMENT, LLC

HTTP://WWW.FAIRHAVENWEALTH.COM OAK BROOK, IL Investment Advisor How do I update this listing?

Fairhaven Wealth Management is based out of Oak Brook. Fairhaven Wealth Management is a large advisory firm with 316 clients and discretionary assets under management (AUM) of $297,633,482 (Form ADV from 2019-01-09). Their last reported 13F filing for Q4 2018 included $101,755,000 in managed 13F securities and a top 10 holdings concentration of 68.77%. Fairhaven Wealth Management's largest holding is iShares Core S&P 500 ETF with shares held of 46,075. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.93%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FAIRHAVEN WEALTH MANAGEMENT, LLC
2015 SPRING ROAD SUITE 230
OAK BROOK IL    60523
Country: United States

Business Phone: 630-333-9207
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IL
Number of employees: 7
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Commissions
Amount of client funds and securities: 297,633,000
Total Number of Clients: 316
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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FAIRHAVEN WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-06-25
Name Title Start Date Direct/Indirect % Ownership
SADZEWICZ, GERY, JOSEPH CCO 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
AHM ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
EADVISOR CHIEF COMPLIANCE OFFICER direct 2002-08-01
FINANCIAL SOLUTIONS, LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
HERITAGE CAPITAL MANAGEMENT INC CCO direct 2011-11-01
MIDWEST PROFESSIONAL PLANNERS, LTD. CHIEF COMPLIANCE OFFICER direct 2014-01-01
CENTERPOINT WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-11-01
PINKERTON RETIREMENT SPECIALISTS, LLC CHIEF COMPLIANCE OFFICER direct 2014-01-01
POEHLING CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-10-01
WATERLOO CAPITAL, L.P. CHIEF COMPLIANCE OFFICER direct 2012-01-01
BREWER INVESTMENT ADVISORS, LLC DIRECTOR OF COMPLIANCE AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
SOUTHERN WEALTH MANAGEMENT LLP CHIEF COMPLIANCE OFFICER direct 2010-01-01
INTEROCEAN WEALTH MANAGEMENT LLC MANAGING MEMBER indirect 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO & CFO direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CEO/CFO, CHIEF COMPLIANCE OFFICER direct 2006-04-01
INTEROCEAN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER direct 2006-04-01
ABRIDGE PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-09-01
RUEDI HOLDER & ASSOCIATES, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
MGP WEALTH MANAGEMENT, LLC CCO direct 2012-04-01
DLS CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TWOMBLY ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2009-09-01
CORNERSTONE FINANCIAL PLANNING, INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CHOU AMERICA MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2009-10-01
CLA USA ADVISORY GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2009-11-01
HARBOR WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
RIVER STREET ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
FINANCIAL FIDUCIARIES, LLC CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-04-01
PROVIDENCE WEALTH ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-04-01
JLTD ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-05-01
LFS ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-06-01
FUSION CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
PACTOLUS PRIVATE WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
CLA FINANCIAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01
VITAL WEALTH MANAGEMENT, LLC CCO direct 2013-06-01
PIERSHALE FINANCIAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2011-03-01
CLEAR PERSPECTIVE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2011-04-01
CLEAR PERSPECTIVE ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2011-04-01
GSC CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2011-04-01
MERIDIAN FINANCIAL GROUP, LTD. CHIEF COMPLIANCE OFFICER direct 2013-03-01
RECON CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-10-01
SENTINUS ASSET MANAGEMENT, LLC CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MEMBER & CCO direct 2012-02-01
HINDSIGHT ASSET MANAGEMENT, LLC SOLE MANAGING MEMBER & CCO direct 2012-02-01
SENTINUS, LLC CCO direct 2012-03-01
REYNOLDS WEALTH, LLC SOLE MEMBER & CCO direct 2012-03-01
MAIN STREET FINANCIAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2012-12-01
VIRTUS REAL ESTATE LLC CCO direct 2012-08-01
WEALTHSTAR ADVISORS, LLC CCO direct 2014-01-01
ETHIKA INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
RECON CAPITAL ADVISORS LLC CCO direct 2013-10-01
GPB CAPITAL HOLDINGS, LLC CCO direct 2014-04-01
ACORN WEALTH ADVISORS, LLC SOLE MEMBER AND CCO direct 2014-01-01
ACORN WEALTH ADVISORS, LLC CCO direct 2014-01-01
WAM, LLC SOLE MEMBER / CHIEF COMPLIANCE OFFICER direct 2014-04-01
ISTHMUS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
RUEDI WEALTH MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2014-09-01
FAIRHAVEN WEALTH MANAGEMENT, LLC CCO direct 2014-10-01
FAIRHAVEN WEALTH MANAGEMENT, LLC SOLE MEMBER AND CCO direct 2014-10-01
LLOYD PARK, LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01
ORCHARD CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-06-01
SWS PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
BOWER HILL CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-10-01
MMSK, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2015-10-01
STEVARD LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2016-08-01
STEVARD LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
HORNER, MARC, D MANAGING MEMBER 01/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
FAIRHAVEN WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

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