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| Pine Harbor Wealth Management LLC
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|---|---|
| CRD # | 317352 |
| SEC # | 801-129354 |
| CIK # | 0002016051 |
| AUM | 507.1 M (2026-02-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 703-589-9100 |
| Address | 8280 Willow Oaks Corporate Drive Fairfax, VA 22031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.5 | ||
| Microsoft Corp | 4.4 | ||
| Nvidia Corp | 3.6 | ||
| Alphabet Inc | 2.2 | ||
| Lilly Eli & Co | 1.4 | ||
| Stryker Corp | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 22.1 |
| (b) Individuals (high net worth individuals) | 105 | 485.0 |
| (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 | 652 | 507.1 |
| By Discretionary | ||
| Discretionary | 652 | 507.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 652 | 507.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 505.3 | |
| Total | 652 | 507.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002016051] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 12 (1 non-US) |
| Serves | Retail |
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