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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) |
| Fees | |
| Minimum | |
| Phone | 920-434-5310 |
| Address | 727 Cormier Road Green Bay, WI 54303 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (2/10/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
representatives, in their capacity as a APW Capital, Inc. registered representative, are prohibited
from earning an advisory fee on the securities value transferred from an advisory client’s APW
Capital, Inc. brokerage account unless commissions earned on such securities transactions
occurred at least a 12–18 months prior to the transfer. Please see Item 10 for detailed
information and conflicts of interest.
Part 2A of Form ADV: HWM Brochure |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/10/2026) [Brochure] |
|---|
Item 7: Types of Clients
HWM offers its investment services to various types of clients, including individuals and high-
net-worth individuals, trusts, retirement plans, pension and profit sharing plans, corporations,
partnerships, and other legal entities.
HWM does require a minimum account size or fee.
Part 2A of Form ADV: HWM Brochure |
| AUM Breakdown | Accounts | AUM ($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 |