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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Harlow Wealth Management Inc
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| CRD # | 148315 |
| SEC # | 801-112275 |
| CIK # | |
| AUM | $374.8 M (2025-06-30) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 360-573-2522 |
| Address | 400 East Mill Plain Blvd Vancouver, WA 98660 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 563 | 203.4 |
| (b) Individuals (high net worth individuals) | 85 | 168.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,643 | 374.8 |
| By Discretionary | ||
| Discretionary | 1,643 | 374.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,643 | 374.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 374.8 | |
| Total | 1,643 | 374.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sylvest Advisors LLC
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|
TX | 0.4 |
|
Capital Investment Advisors Inc
✚
|
DC | 0.4 |
|
Cascade Investment Group Inc
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|
CO | 0.4 |
|
CornerStone Planning LLC
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|
NC | 0.4 |
|
Yeomans Consulting Group Inc
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|
GA | 0.4 |
|
Axiom Financial Strategies Group LLC
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|
IN | 0.4 |
|
Dickmeyer Boyce Financial Management Inc
✚
|
IN | 0.4 |
|
Webb Advisors Incorporated
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|
MN | 0.4 |
|
Vermillion Financial Advisors Inc
✚
|
IL | 0.4 |
|
Goodman Advisory Group LLC
✚
|
MA | 0.4 |