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Micah John Wakefield

TRUEHAVEN CAPITAL, LLC·BRADENTON, Florida
Unclaimed Profile
5815 INSPIRATION TER, BRADENTON, FL 34210CRD# 5644352Firm CRD# 332005
01

About

Micah John Wakefield is a registered financial advisor based in BRADENTON, Florida, affiliated with TRUEHAVEN CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
TRUEHAVEN CAPITAL, LLC
TRUEHAVEN CAPITAL
AUM
$100M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TRUEHAVEN CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5644352
Firm CRD# 332005
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Micah John Wakefield offer?
Micah John Wakefield specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BRADENTON, Florida for a consultation.
What are Micah John Wakefield's credentials?
Micah John Wakefield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Micah John Wakefield located?
Micah John Wakefield is based in BRADENTON, Florida, working with TRUEHAVEN CAPITAL, LLC. Their office serves clients in the BRADENTON metropolitan area and surrounding communities.
How does Micah John Wakefield charge for services?
Micah John Wakefield's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUEHAVEN CAPITAL, LLC?
TRUEHAVEN CAPITAL, LLC has approximately 1 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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