← Tributary

HARBOR LIGHT PLANNING

· CRD 129022 · IAPD ↗ · 248-344-9616

$111.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — HARBOR LIGHT PLANNING (location n/a) is newly SEC-registered with $111.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.