Micah John Wakefield
Investment adviser representative at Truehaven Capital
12 yearsExperience
3 statesRegistered in
$62.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Truehaven CapitalJun 2024 to now
- Truehaven Spv LLC - Series 2Mar 2024 to now
- Truehaven Spv LLC - Series 1Nov 2023 to now
- Allocations Funds LLC - Series 31May 2023 to now
- Allocations Funds LLC - Series 11Oct 2022 to Nov 2023
- Brs Financial LLCApr 2022 to Aug 2024
- Truehaven Consulting LLCApr 2022 to Dec 2023
- Swan Wealth Advisors, Inc. d/b/a Swan Global InvestmentsAug 2014 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (PR, TN, TX).
Truehaven Capital
Legal name: Truehaven Capital, LLC
$62.3MAssets managed
28Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5644352
- Firm CRD
- 332005