Bay Harbor Wealth Management, LLC
Bay Harbor Wealth Management, LLC is an SEC-registered wealth manager in Hunt Valley, MD with $412.0M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Bay Harbor Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 294000, SEC 801-114123, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $412.0M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Hunt Valley, MD
- Employees
- 6
- Clients
- 399
- CRD
- 294000
- Ownership
- SCOTT, LANCE, REID
How much AUM does Bay Harbor Wealth Management, LLC have?
Bay Harbor Wealth Management, LLC reported $412.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Bay Harbor Wealth Management, LLC?
Disclosed owners and executives of Bay Harbor Wealth Management, LLC include SCOTT, LANCE, REID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.