Cauble & Harre Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in St. Louis, MO.
Assets Under Management
$301M
Employees
4
Offices
--
Total Clients
106
Primary office
ST. LOUIS, MO
12977 NORTH 40 DRIVE, SUITE 213, ST. LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.3% of total clients.
Top client categories% of clientsClients
1
HNWI
61.3%
65
2
Individuals
36.8%
39
3
Corporations
1.9%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$301Mas of March 20, 2026
Discretionary100.0%
$301M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$301M
Total Accounts432
10Y AUM Change+$150M (+100.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee27:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.