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HARBOR LIGHT PLANNING

HARBOR LIGHT PLANNING, LLC

CRD 129022 · SEC 801-136411

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$111.1M

Discretionary AUM

$111.1M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-01

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals21$8.3M
High net worth individuals51$102.8M

All web addresses on file

Official SEC filing: View on IAPD