BAY Harbor Wealth Management, LLC
Firm details
- Headquarters
- Hunt Valley, Maryland
- CRD number
- 294000
- Registered since
- October 11, 2018
- Website
- www.bayharborwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.86%
- Individuals24.24%
- Corporations / Businesses0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
BAY Harbor Wealth Management, LLC is an independent, individually owned registered investment adviser that entered SEC registration in 2018. The firm acts as a capital allocator and offers a mix of comprehensive planning and portfolio services to both high-net-worth individuals and institutions. Its advisory offerings explicitly include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party managers. Fee structures include AUM-based fees as well as hourly and fixed-fee arrangements. BAY Harbor does not identify as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$447M in ETFs
62%
$277M
29%
$170M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $41.5M | 54,186 | 9.29% |
Location
Hunt Valley, MD
Baltimore
Location
Hunt Valley, MD
Headquartered in Hunt Valley, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 201 International Cir
- Time zone
- ET (UTC-5)
- Office locations
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