Strathaven Financial LLC

Overview

Strathaven Financial LLC is a privately held limited liability company that provides fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm bills clients as a percentage of assets under management and is owned by an individual proprietor. It does not self-identify as a multi-state adviser, an active ESG investor, a pension consultant, a capital allocator, or a related adviser. Regulatory-classification details in the source are limited, but the firm's documented advisory activities focus on financial planning and tailored portfolio management rather than institutional consulting or broad-based wealth management product manufacturing.

Assets & Accounts

Public Holdings

Investments & Alternatives