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HARBOR WEALTH MANAGEMENT CORP.

Advisory

NY

Data as of Mar 7, 2026 · Source: SEC Form ADV

Rank in NY
#5,448
of 5,722 advisers by AUM
Average account
$316K
across 14 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 7, 2026.

Total AUM
$4M
Discretionary %
0%
Clients
15
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$4M
Discretionary AUM$0
Non-Discretionary AUM$4M
Discretionary %0%
Total Clients15
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, NJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

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

AFA ADVISORS LLC
LARCHMONT, NY
$4M
-45.7% 1Y
CLARIVOR LLC
NEW YORK, NY
$4M
+357.9% 1Y
FLOMARTIN SECURITIES CORPORATION
$4M
ADLER ASSET MANAGEMENT, LLC
NEW YORK, NY
$4M
+6.1% 1Y
21SHARES US LLC
NEW YORK, NY
$4M
+93.9% 1Y
J.M. GOLDBERG WEALTH MANAGEMENT LLC
$4M

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