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HARBOR WEALTH MANAGEMENT, LLC

GREEN BAY, WI · CRD 153527 · IAPD ↗ · harbor-wealth.com · 920-434-5310

$410.5MRegulatory AUM
5Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
May 2026 — HARBOR WEALTH MANAGEMENT, LLC (GREEN BAY, WI) left the SEC roster (was $410.5M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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