Howard Wealth Management, LLC

RIASEC RegisteredEst. 2018
Total AUM
$397M
Discretionary
$397M
100% of AUM
Avg account
$430K
Accounts
924
Employees
2
Advisory reps
2

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

FINTRX

Overview

Howard Wealth Management, LLC is an independent registered investment adviser formed as a limited liability company and SEC-registered since 2018. The firm serves both individuals/families and institutional clients and combines financial planning with discretionary portfolio management for individuals and small businesses. Its advisory offerings also include pension consulting and educational seminars or workshops. Compensation is delivered through a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements. Howard Wealth Management does not position itself as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 16%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 6%, State & Local Bonds 4%, US Government Bonds 3%, Other 3%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds6%
  • State & Local Bonds4%

Contacts

2 of 2

  • Justin Howard

    CCO, Managing MemberCRD 2888565

  • Brett Howard

    PartnerCRD 2468282

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 123

Active vs passive

$241M in ETFs

Passive

83%

$199M

Active

7%

$42M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM)Vanguard$18.9M119,8637.86%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth