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| Keyboard |
| Harlow Wealth Management Inc
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|---|---|
| CRD # | 148315 |
| SEC # | 801-112275 |
| CIK # | |
| AUM | 419.4 M (2026-03-30) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 360-573-2522 |
| Address | 400 East Mill Plain Blvd Vancouver, WA 98660 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 553 | 214.6 |
| (b) Individuals (high net worth individuals) | 96 | 200.0 |
| (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 | 6 | 3.7 |
| (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 | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,670 | 419.4 |
| By Discretionary | ||
| Discretionary | 1,670 | 419.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,670 | 419.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.4 | |
| Total | 1,670 | 419.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Paradigm Investment Advisory LLC
✚
|
NJ | 425.1 M |
|
Smart Money Group LLC
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|
TX | 424.3 M |
|
Sage Financial Management Group Inc
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VA | 423.2 M |
|
Cascade Investment Group Inc
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CO | 419.9 M |
|
WT Wealth Management LLC
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AZ | 419.1 M |
|
Eagle Wealth Management Group Inc
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|
CA | 417.5 M |
|
Castleview Partners LLC
✚
|
TX | 416.9 M |
|
SGL Financial LLC
✚
|
IL | 416.0 M |
|
Goodman Advisory Group LLC
✚
|
MA | 415.5 M |
|
Grove Street Fiduciary LLC
✚
|
NH | 413.2 M |