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| Keyboard |
| Harbor Wealth Management LLC
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|---|---|
| CRD # | 153527 |
| SEC # | 801-86172 |
| CIK # | |
| AUM | 410.5 M (2026-02-10) |
| Employees | 6 (83% Investors, 33% Brokers) |
| Phone | 920-434-5310 |
| Address | 727 Cormier Road Green Bay, WI 54303 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 86.5 |
| (b) Individuals (high net worth individuals) | 121 | 324.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,403 | 410.5 |
| By Discretionary | ||
| Discretionary | 1,403 | 410.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,403 | 410.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 410.5 | |
| Total | 1,403 | 410.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MB Levis & Associates LLC
✚
|
PA | 411.6 M |
|
BDFS Capital LLC
✚
|
DE | 411.3 M |
|
Everest Private Wealth
✚
|
CA | 410.8 M |
|
Sunbeam Capital Management LLC
✚
|
410.2 M | |
|
Momentous Wealth Management Inc
✚
|
WA | 409.9 M |
|
Boyd Wealth Management LLC
✚
|
CA | 409.8 M |
|
Heffernan Advisory Inc
✚
|
AZ | 409.6 M |
|
ELEY Financial Management Inc
✚
|
VT | 409.6 M |
|
Hilton Head Capital Partners LLC
✚
|
SC | 409.5 M |
|
Friday Financial Inc
✚
|
IA | 409.3 M |