|
⚲
|
| Keyboard |
| Howard Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 299052 |
| SEC # | 801-114237 |
| CIK # | 0001766286 |
| AUM | 397.0 M (2026-03-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 203-421-8339 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.0 | ||
| Palantir Technologies Inc | 5.0 | ||
| Alphabet Inc | 3.2 | ||
| Amazon Com Inc | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 52.0 |
| (b) Individuals (high net worth individuals) | 95 | 329.0 |
| (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 | 5.0 |
| (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 | 11 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 924 | 397.0 |
| By Discretionary | ||
| Discretionary | 924 | 397.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 924 | 397.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 397.0 | |
| Total | 924 | 397.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766286] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 15 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Raleigh Capital Management Inc
✚
|
NC | 397.8 M |
|
Webb Advisors Incorporated
✚
|
MN | 397.2 M |
|
Beacon Financial Planning Inc
✚
|
MA | 397.1 M |
|
Fortune Wealth Management LLC
✚
|
TX | 396.3 M |
|
West Ridge Advisors LLC
✚
|
NV | 396.0 M |
|
ECIO Inc
✚
|
WI | 395.6 M |
|
MOR Wealth Management LLC
✚
|
PA | 395.6 M |
|
Clarion Wealth Management Partners LLC
✚
|
VA | 394.8 M |
|
Abich Financial Wealth Management LLC
✚
|
VA | 394.7 M |
|
Familywealth Advisers LLC
✚
|
FL | 394.6 M |