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HARLOW WEALTH MANAGEMENT, INC.

400 East Mill Plain Blvd.
Suite 200
Vancouver, Washington 98660
Tel: 360-573-2522

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About HARLOW WEALTH MANAGEMENT, INC.

HARLOW WEALTH MANAGEMENT, INC, formally registered with the SEC as HARLOW WEALTH MANAGEMENT, INC. The firm was established in 01/08/2018. They have over 1 offices throughout the country.

HARLOW WEALTH MANAGEMENT, INC. is a Vancouver, Washington based Financial Planning firm with nearly $315,949,895 assets under management, offering retirement planning & investment advisory services to 1629 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#148315
SEC#801-112275
Assets Managed by Firm$315,949,895
No. of Clients1629
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1629$315,949,895
Individuals (other than high net worth individuals)616$188,149,675
High net worth individuals68$117,315,639
Pension and profit sharing plans20$3,272,103
Charitable organizations1$971,279
Corporations or other businesses3$6,241,199

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