RIA IntelAdvisersDelawareHARDING'S WEALTH MANAGERS, INC.

HARDING'S WEALTH MANAGERS, INC.

Advisory

DE

Data as of Mar 28, 2026 · Source: SEC Form ADV

Average account
$47K
across 126 accounts
AUM per adviser
$6M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM
$6M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients126
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InDE, FL, PA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

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

ROOK FINANCIAL LLC
$6M
DEER ISLE RESEARCH & MANAGEMENT, LLC
$6M
ORCUS INVESTMENT ADVISORS, LLC
$6M
OSHER CAPITAL, LLC
$6M
BERNSTEIN, JEFFREY, LEWIS
$6M
PROSPERITY PATH ADVISERS, LLC
$6M

Get the full picture on HARDING'S WEALTH MANAGERS, INC.

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

Create a free account →See plans