Overview
Assets Under Management: $445 million
Headquarters: FAIRFAX, VA
High-Net-Worth Clients: 100
Average Client Assets: $4 million
Frequently Asked Questions
PINE HARBOR 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 #317352), PINE HARBOR WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
PINE HARBOR WEALTH MANAGEMENT LLC is headquartered in FAIRFAX, VA.
PINE HARBOR WEALTH MANAGEMENT LLC serves 100 high-net-worth clients according to their SEC filing dated December 02, 2025. View client details ↓
According to their SEC Form ADV, PINE HARBOR WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
PINE HARBOR WEALTH MANAGEMENT LLC manages $445 million in client assets according to their SEC filing dated December 02, 2025.
According to their SEC Form ADV, PINE HARBOR WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.92
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 616
Discretionary Accounts: 616
Regulatory Filings
CRD Number: 317352
Filing ID: 2031606
Last Filing Date: 2025-12-02 20:36:00
Website: 0