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Pine Harbor Wealth Management LLC

● SEC registered since 2024CRD 317352SEC# 801-129354Fairfax, VA
Export (members)
Reg. AUM
$444.8M
Employees
2
Accounts
616
Location
Fairfax, VA

Pine Harbor Wealth Management LLC assets under management

Pine Harbor Wealth Management LLC is an SEC-registered investment adviser based in Fairfax, VA. The firm has been registered since 2024. It reports $444.8 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/pine-harbor-wealth-managementView on SEC.gov ↗

Pine Harbor Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
David Christopher Quinn ControlCeo/Cco/Managing MemberOver 75%2019

Frequently asked questions

How much does Pine Harbor Wealth Management LLC manage?

Pine Harbor Wealth Management LLC reports $444.8 million in regulatory assets under management on its Form ADV.

How many employees does Pine Harbor Wealth Management LLC have?

Pine Harbor Wealth Management LLC reports 2 employees.

Where is Pine Harbor Wealth Management LLC located?

Pine Harbor Wealth Management LLC is based in Fairfax, VA and has been SEC-registered since 2024.

Does Pine Harbor Wealth Management LLC disclose fund performance?

Pine 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

Address8280 Willow Oaks Corporate Drive, Suite 600, Fairfax, VA 22031
Phone703-589-9100
Office hours9:00 a.m. - 6:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$444.8M
Non-discretionary$0
Total (RAUM)$444.8M