LP Profile

Cauble & Harre Wealth Management

Wealth ManagerSt. Louis, United States
$220M
Assets Under Management
St. Louis
Headquarters
Investment Focus

About Cauble & Harre Wealth Management

Cauble & Harre Wealth Management is a fee-only wealth management firm providing: financial planning, investment management and investment oversight and consulting services.Our mission is to make a positive impact in the quality of your life by making your financial position as secure as possible, thereby increasing your peace of mind.We partner with you to develop a customized wealth management plan -driven by your personal financial objectives and unique circumstances.

Preferred Investment Types

Investment FundsJoint Venture/PartnerPhilanthropyPrivate EquityVenture Capital

Preferred Sectors & Themes

Charitable InvestmentsEquity/Mutual FundsETFsImpact InvestingInvestment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningFinanceFinancial ServicesHigh-Level SectorsNon-ProfitTraditional Investments (Liquid Assets)Values-Based Investing

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cauble & Harre Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$300.6M
Total Clients
432
Filing Date
March 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Cauble & Harre Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Cauble & Harre Wealth Management?

Cauble & Harre Wealth Management is a wealth manager based in St. Louis, United States, managing approximately $220M in assets.

Where is Cauble & Harre Wealth Management headquartered?

Cauble & Harre Wealth Management is headquartered in St. Louis, United States.

How much does Cauble & Harre Wealth Management manage?

Cauble & Harre Wealth Management manages approximately $220M in assets under management.

What does Cauble & Harre Wealth Management invest in?

Cauble & Harre Wealth Management focuses on Investment Funds, Joint Venture/Partner, Philanthropy, Private Equity, Venture Capital, Charitable Investments, Equity/Mutual Funds, ETFs.

How can I contact Cauble & Harre Wealth Management?

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