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AMERICAN HARBOUR WEALTH MANAGEMENT, LLC
CRD 322018
7009 DR PHILLIPS BLVD, SUITE 260, ORLANDO, FL, 32819, United States
Phone
407-484-3819
Fax
407-641-8879
Registration
— (—)
Source
State registered
Total AUM
$94.7M
Discretionary AUM
$94.7M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $37.1M |
| High net worth individuals | 32 | $47.4M |
| Pension/profit sharing plans | 13 | $7.3M |
| Corporations/business entities | 9 | $2.9M |
Official SEC filing: View on IAPD