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HOWARD WEALTH MANAGEMENT, LLC
CRD 299052 · SEC 801-114237
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$397.0M
Discretionary AUM
$397.0M
Team
2 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsASSET ALLOCATION, ADVISORY CONSULTING, FAMILY OFFICE & WEALTH PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $52.0M |
| High net worth individuals | 95 | $329.0M |
| Corporations/business entities | 11 | $11.0M |
States served
CA, CO, IL, LA, MA, NJ, NY, OH, TX, NH, CT, FL
Official SEC filing: View on IAPD