Overview
Assets Under Management: $162 million
Headquarters: TEMPE, AZ
High-Net-Worth Clients: 59
Average Client Assets: $2.0 million
Frequently Asked Questions
HARDING WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282686), HARDING WEALTH, INC. is subject to fiduciary duty under federal law.
HARDING WEALTH, INC. is headquartered in TEMPE, AZ.
HARDING WEALTH, INC. serves 59 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, HARDING WEALTH, INC. offers financial planning and portfolio management for individuals. View all service details ↓
HARDING WEALTH, INC. manages $162 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, HARDING WEALTH, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.92%
Average Client Assets: $2.0 million
Total Client Accounts: 475
Discretionary Accounts: 475
Regulatory Filings
CRD Number: 282686
Filing ID: 2041337
Last Filing Date: 2026-02-11 16:33:41