GREEN BAY, WICRD 153527Latest ADV February 10, 2026
Harbor Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Green Bay, WI. Its latest Form ADV filing, dated February 10, 2026, reports $410M in regulatory assets under management, 6 employees, and 1,403 accounts.
Assets Under Management
$410M
Employees
6
Offices
--
Total Clients
370
Primary office
GREEN BAY, WI
727 CORMIER ROAD, SUITE 101, GREEN BAY, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.3% of total clients.
Top client categories% of clientsClients
1
Individuals
67.3%
249
2
HNWI
32.7%
121
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$410Mas of February 10, 2026
Discretionary100.0%
$410M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$410M
Total Accounts1,403
10Y AUM Change+$266M (+183.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee62:1
10Y Employee Change-2 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.