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BAY HARBOR WEALTH MANAGEMENT, LLC
CRD 294000 · SEC 801-114123
201 INTERNATIONAL CIRCLE, SUITE 520, HUNT VALLEY, MD, 21030, United States
Phone
410-403-2060
Fax
443-281-8377
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$412.0M
Discretionary AUM
$412.0M
Team
6 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 266 | $99.9M |
| High net worth individuals | 130 | $308.4M |
| Corporations/business entities | 3 | $3.7M |
States served
DE, MD, NC, OR, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD