Overview
Assets Under Management: $356 million
High-Net-Worth Clients: 94
Average Client Assets: $3 million
Frequently Asked Questions
HOWARD WEALTH MANAGEMENT, LLC 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 #299052), HOWARD WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HOWARD WEALTH MANAGEMENT, LLC serves 94 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, HOWARD WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
HOWARD WEALTH MANAGEMENT, LLC manages $356 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, HOWARD WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 930
Discretionary Accounts: 930
Regulatory Filings
CRD Number: 299052
Last Filing Date: 2025-03-03 00:00:00
Website: https://howardwealthmanagement.com