Unclaimed Profile

Micah John Wakefield

TRUEHAVEN CAPITAL, LLC·BRADENTON, Florida

Series 7, Series 63, Series 65, Series 6614 years registeredTRUEHAVEN CAPITAL, LLC

5815 INSPIRATION TER, BRADENTON, FL 34210CRD# 5644352Firm CRD# 332005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Micah John Wakefield · BRADENTON, FL

Registration

CRD #5644352 · TRUEHAVEN CAPITAL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

TRUEHAVEN CAPITAL

Jul 2024 – present

BRS FINANCIAL LLC

Apr 2022 – Sep 2024

Humacao, PR

SWAN GLOBAL INVESTMENTS, LLC

Aug 2014 – Apr 2022

DURANGO, CO

CETERA ADVISOR NETWORKS LLC

Aug 2012 – Aug 2014

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · August 10, 2012

Years registered · 14

Disclosure History

2025Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TRUEHAVEN CAPITAL, LLC

CRD 332005 · SEC 801-130726

AUM

$100M

Regulatory assets under management

Employees

86 client accounts

Services offered by TRUEHAVEN CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at TRUEHAVEN CAPITAL, LLC →

Introduction

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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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