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Harbor Light Planning, LLC

● SEC registered since 2026CRD 129022SEC# 801-136411
Export (members)
Reg. AUM
$111.1M
Employees
1
Accounts
314
Location
—

Harbor Light Planning, LLC assets under management

Harbor Light Planning, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $111.1 million in regulatory assets under management and employs 1 people.
www.facebook.com/harborlightplanningView on SEC.gov ↗

Harbor Light Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jarryd D Smith ControlManaging Member/Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Harbor Light Planning, LLC manage?

Harbor Light Planning, LLC reports $111.1 million in regulatory assets under management on its Form ADV.

How many employees does Harbor Light Planning, LLC have?

Harbor Light Planning, LLC reports 1 employees.

Does Harbor Light Planning, LLC disclose fund performance?

Harbor Light Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone248-344-9616
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.1M
Non-discretionary$0
Total (RAUM)$111.1M