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 adviser that began SEC registration in 2018 and is structured as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional clients, and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its fee arrangements include asset-based fees, hourly billing, and fixed fees. Howard Wealth Management does not position itself as an active ESG investor and is not identified as a multi-state adviser or a capital allocator.
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 115Active vs passive
$215M in ETFs
83%
$178M
7%
$36.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $16.7M | 112,660 | 7.77% |
Location
, null
Location
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Headquartered in , null.
- Office locations
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