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Harbor Wealth Management, LLC

CRD 153527SEC# 801-86172Green Bay, WI
Export (members)
No longer SEC-registered. Harbor Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$362.9M
Employees
6
Accounts
1,337
Location
Green Bay, WI

Harbor Wealth Management, LLC assets under management

Harbor Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Green Bay, WI. It reports $362.9 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Harbor Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brent D Polzin ControlManaging Member50-75%2007
Eric Anthony Heus ControlManaging Member50-75%2007
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2010

Frequently asked questions

How much does Harbor Wealth Management, LLC manage?

Harbor Wealth Management, LLC reports $362.9 million in regulatory assets under management on its Form ADV.

How many employees does Harbor Wealth Management, LLC have?

Harbor Wealth Management, LLC reports 6 employees.

Where is Harbor Wealth Management, LLC located?

Harbor Wealth Management, LLC is based in Green Bay, WI.

Does Harbor Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address727 Cormier Road, Suite 101, Green Bay, WI 54303
Office hours8:00 - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$362.9M
Non-discretionary$0
Total (RAUM)$362.9M