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HARBOR WEALTH MANAGEMENT

HARBOR WEALTH MANAGEMENT CORP.

CRD 116038

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$4.4M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-07

Disciplinary history

No

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Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals10$2.6M
High net worth individuals2$1.6M
Pension/profit sharing plans2$196K
Charitable organizations1$36K

Official SEC filing: View on IAPD