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PINE HARBOR WEALTH MANAGEMENT LLC
CRD 317352 · SEC 801-129354
8280 WILLOW OAKS CORPORATE DRIVE, SUITE 600, FAIRFAX, VA, 22031, United States
Phone
703-589-9100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$507.1M
Discretionary AUM
$507.1M
Team
2 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $22.1M |
| High net worth individuals | 105 | $485.0M |
States served
CA, DC, IL, MD, NY, VA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD