HARLOW WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2018

Total AUM

$419M

Discretionary

$419M

100% of AUM

Avg account

$251K

Accounts

1,670

Employees

Advisory reps

Firm details

Headquarters: VANCOUVER, Washington
CRD number: 148315
Registered since: January 8, 2018
Website: harlowwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals51.17%
HNWI47.7%
Pension & Profit Sharing Plans0.89%
Corporations / Businesses0.24%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Harlow Wealth Management, Inc. is an independent registered investment adviser that acts as a capital allocator for both individuals/families and institutional clients. The firm provides comprehensive advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and client education through newsletters and workshops. Its fee model combines percentage-of-AUM billing with fixed fees and other fee arrangements. Investment activity is tilted toward public equities, with a clear preference for exchange-traded instruments. The firm uses third-party managers for select alternative exposure—primarily in real estate—and incorporates annuities and mutual funds into client solutions where appropriate. Harlow also maintains an insurance company affiliation that supports parts of its product and distribution mix.