HARDING'S WEALTH MANAGERS, INC.

Overview

Harding's Wealth Managers, Inc. is a small, fee-based advisory firm serving individuals and families with discretionary portfolio management. The firm skews toward equity exposure, using exchange-traded equities as its primary building block, and runs accounts on a percentage-of-assets fee schedule. Advisory activity is focused on direct portfolio management for individuals and small businesses rather than institutional consulting or multi-state advisory programs. The firm is not positioned as an ESG-focused manager and operates under a single-owner structure. Investment practice emphasizes liquid, tradable instruments and separate account management. That preference for exchange-traded equities supports tax-aware and turnover-controlled strategies in taxable client accounts and allows the firm to blend individual securities and ETFs where appropriate. Given the modest firm scale, manager selection and third-party fund allocations tend to be targeted rather than broad multi-manager programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices