RIA Intel›Advisers›Florida›AMERICAN HARBOUR WEALTH MANAGEMENT, LLC

AMERICAN HARBOUR WEALTH MANAGEMENT, LLC

Advisory

ORLANDO, FL

Data as of Apr 17, 2026 · Source: SEC Form ADV

Rank in FL

#1,343

of 2,610 advisers by AUM

Average account

$473K

across 200 accounts

AUM per adviser

$32M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2026.

Total AUM

$95M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$95M

Discretionary AUM$95M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients200

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

200 clients

32 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

STARK FINANCIAL ADVISERS, INC.

$95M

LION CAPITAL ADVISORS LLC

$95M

DREGGORS, RIGSBY & TEAL, PA

$95M

ARTHURS WEALTH MANAGEMENT LLC

PONTE VEDRA BEACH, FL

$95M

TRUST HOUSE, INC.

FT. LAUDERDALE, FL

$94M

CAPITAL MANAGEMENT ASSOCIATES, LLC

$94M

Get the full picture on AMERICAN HARBOUR WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AMERICAN HARBOUR WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans