Polaris Financial Partners, LLC
Polaris Financial Partners, LLC is an SEC-registered wealth manager in Westerville, OH with $226.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Polaris Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299258, SEC 801-132733, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $226.0M (2026-04-08)
- Firm type
- Wealth Manager
- Location
- Westerville, OH
- Employees
- 3
- Clients
- 145
- CRD
- 299258
- Ownership
- HARRIGAN, WILLIAM, BRADFORD; DEITRICK, ROBERT, THOMAS
How much AUM does Polaris Financial Partners, LLC have?
Polaris Financial Partners, LLC reported $226.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Polaris Financial Partners, LLC?
Disclosed owners and executives of Polaris Financial Partners, LLC include HARRIGAN, WILLIAM, BRADFORD, DEITRICK, ROBERT, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.