Harbour Wealth Management Group, Inc.
Harbour Wealth Management Group, Inc. is an SEC-registered wealth manager in Daniel Island, SC with $266.2M assets under management (AUM, regulatory AUM), +39% over one year. See who owns Harbour Wealth Management Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314496, SEC 801-121292, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $266.2M (2026-05-21)
- Firm type
- Wealth Manager
- Location
- Daniel Island, SC
- Employees
- 5
- Clients
- 137
- CRD
- 314496
- Ownership
- CORLEY, CHRISTOPHER, LAWRENCE; MELLETTE, ANSLEY, R; PARDIECK, MATTHEW, DAVID; MAGDZIARZ, GABRIELLE, ANN
How much AUM does Harbour Wealth Management Group, Inc. have?
Harbour Wealth Management Group, Inc. reported $266.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Harbour Wealth Management Group, Inc.?
Disclosed owners and executives of Harbour Wealth Management Group, Inc. include CORLEY, CHRISTOPHER, LAWRENCE, MELLETTE, ANSLEY, R, PARDIECK, MATTHEW, DAVID, MAGDZIARZ, GABRIELLE, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.