Wealthaven LLC
Wealthaven LLC is a multi-family office headquartered in Hawley, United States. Founded in 2010 with wealth originating from founder Holly Isdale’s Wall Street career, the firm provides outsourced chief financial officer and strategic oversight services for...
Wealthaven LLC
Wealthaven LLC is a multi-family office headquartered in Hawley, United States. Founded in 2010 with wealth originating from founder Holly Isdale’s Wall Street career, the firm provides outsourced chief financial officer and strategic oversight services for affluent families, coordinating tax, estate, investment and governance matters across external advisers. Wealthaven accepts no investment discretion, focusing instead on holistic planning, implementation and ongoing administration—guiding complex family wealth through cohesive execution.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Hawley
Corporate office
—
Frequently asked questions
What is Wealthaven LLC?
Wealthaven LLC is a multi family office headquartered in Hawley.
Where is Wealthaven LLC headquartered?
Wealthaven LLC is headquartered in Hawley, in the North America region.
What does Altss track for Wealthaven LLC?
Altss maintains an OSINT-verified profile of Wealthaven LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Wealthaven LLC's website?
Wealthaven LLC's public website is wealthaven.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Wealthaven LLC?
Wealthaven LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Wealthaven LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Wealthaven LLC?
Wealthaven LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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