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HARLOW WEALTH MANAGEMENT, INC.
CRD 148315 · SEC 801-112275
400 EAST MILL PLAIN BLVD., SUITE 200, VANCOUVER, WA, 98660, United States
Phone
360-573-2522
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$419.4M
Discretionary AUM
$419.4M
Team
16 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; % OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 553 | $214.6M |
| High net worth individuals | 96 | $200.0M |
| Pension/profit sharing plans | 6 | $3.7M |
| Corporations/business entities | 1 | $1.0M |
States served
AZ, CA, CO, OR, WA, TX
All web addresses on file
- HTTP://NWTAXANDWEALTH.COM
- HTTP://HARLOWWEALTH.COM
- HTTPS://WWW.FACEBOOK.COM/HARLOWWEALTHVANCOUVER/
- https://twitter.com/askharlowwealth
- https://www.youtube.com/channel/UCBPjMK9mfkRuwV2sakIliiw
- https://www.instagram.com/harlowwm/
- https://retirewithharlow.com/
- https://www.linkedin.com/company/harlow-wealth-management-inc/
Official SEC filing: View on IAPD