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HARBOUR WEALTH MANAGEMENT GROUP, INC.

DANIEL ISLAND, SC · CRD 314496 · IAPD ↗ · 843-377-8448

$266.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — HARBOUR WEALTH MANAGEMENT GROUP, INC. reported RAUM up 39% ($191.3M -> $266.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2025 — HARBOUR WEALTH MANAGEMENT GROUP, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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