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HARLOW WEALTH MANAGEMENT, INC.

VANCOUVER, WA · CRD 148315 · IAPD ↗ · 360-573-2522

$419.4MRegulatory AUM
6Advisory reps
16Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — HARLOW WEALTH MANAGEMENT, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2026 — HARLOW WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — HARLOW WEALTH MANAGEMENT, INC. now reports custody of client assets ($237.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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