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HARBOR ITHAKA

HARBOR ITHAKA WM, LLC

CRD 170580 · SEC 801-113143

Visit website

19505 BISCAYNE BOULEVARD, SUITE 2350, AVENTURA, FL, 33180, United States

Phone

305-755-7600

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$171.2M

Discretionary AUM

$137.1M

Team

7 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals33$64.0M
Pooled investment vehicles10$107.1M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD