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GLOBAL WEALTH HARBOR LLC

Advisory

CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in CA
#4,913
of 5,480 advisers by AUM
Average account
$178K
across 29 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
19
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

SCHIEFERLE, COLE
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361 FINANCIAL PLANNING, INC.
WALNUT CREEK, CA
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KUNS, TIMOTHY NEIL
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LUMA FINANCIAL LLC
$5M
MERIDIAN VENTURE PARTNERS, INC
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