Howard Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 299052
- Registered since
- November 5, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.87%
- Individuals13.1%
- Corporations / Businesses2.77%
- Pension & Profit Sharing Plans1.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Howard Wealth Management, LLC is an independent registered investment advisor structured as an LLC and SEC-registered since 2018. The firm is owned by an individual principal and serves both individuals/families and institutional clients. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm’s advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and client education through seminars and workshops. Howard Wealth Management is not identified as an active ESG investor and does not present itself as a multi-state or newly formed 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 Funds60%
- Exchange Traded Equities16%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds6%
- State & Local Bonds4%
Contacts
2 of 2Justin Howard
CCO, Managing MemberCRD 2888565
Brett Howard
PartnerCRD 2468282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$241M in ETFs
83%
$199M
7%
$42M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $18.9M | 119,863 | 7.86% |
Location
, null
Location
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Headquartered in , null.
- Office locations
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