PPrivate Fund Data Log in Join · $37/mo

Howard Wealth Management, LLC

● SEC registered since 2018CRD 299052SEC# 801-114237
Export (members)
Reg. AUM
$356.2M
Employees
2
Accounts
930
Location

Howard Wealth Management, LLC assets under management

Howard Wealth Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $356.2 million in regulatory assets under management and employs 2 people.

Howard Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brett Lee Howard ControlManaging Member50-75%2018
Justin Scott Howard ControlManaging Member/Chief Compliance Officer50-75%2018

Frequently asked questions

How much does Howard Wealth Management, LLC manage?

Howard Wealth Management, LLC reports $356.2 million in regulatory assets under management on its Form ADV.

How many employees does Howard Wealth Management, LLC have?

Howard Wealth Management, LLC reports 2 employees.

Does Howard Wealth Management, LLC disclose fund performance?

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

Contact & registration

Phone203-421-8339
Fax203-421-7008
Office hours8:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$356.2M
Non-discretionary$0
Total (RAUM)$356.2M