HARBOR WEALTH MANAGEMENT, LLC
CRD #153527 SEC #801-86172 GREEN BAY, WI 920-434-5310
SEC Registered
Total AUM
$362.9M
Discretionary
$362.9M
Employees
6
Clients
251
Accounts
1,337
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $362.9M | $362.9M | $0 | 6 | 0 |
| Jul 2025 | $362.9M | $362.9M | $0 | 6 | 0 |
| Jul 2025 | $362.9M | $362.9M | $0 | 6 | 0 |
| Jul 2025 | $362.9M | $362.9M | $0 | 6 | 0 |
| Feb 2025 | $362.9M | $362.9M | $0 | 6 | 0 |
| Sep 2024 | $322M | $322M | $0 | 6 | 362 |
| Feb 2024 | $322M | $322M | $0 | 6 | 362 |
| Sep 2023 | $294.4M | $294.4M | $0 | 6 | 356 |
| Mar 2023 | $294.4M | $294.4M | $0 | 6 | 356 |
| Feb 2023 | $294.4M | $294.4M | $0 | 6 | 356 |
| Jan 2023 | $317M | $317M | $0 | 8 | 342 |
| Jan 2023 | $317M | $317M | $0 | 8 | 342 |
| Nov 2022 | $317M | $317M | $0 | 8 | 342 |
| Jul 2022 | $317M | $317M | $0 | 8 | 342 |
| Mar 2022 | $317M | $317M | $0 | 8 | 342 |
| Mar 2022 | $317M | $317M | $0 | 8 | 342 |
| Feb 2021 | $237.2M | $237.2M | $0 | 8 | 340 |
| May 2020 | $196.7M | $196.7M | $0 | 8 | 0 |
| Mar 2020 | $196.7M | $196.7M | $0 | 8 | 0 |
| Oct 2019 | $151.3M | $150.7M | $578.3K | 7 | 0 |
| Mar 2019 | $151.3M | $150.7M | $578.3K | 7 | 0 |
| Aug 2018 | $156.2M | $154.9M | $1.4M | 8 | 0 |
| May 2018 | $156.2M | $154.9M | $1.4M | 8 | 0 |
| Apr 2018 | $156.2M | $154.9M | $1.4M | 8 | 0 |
| Mar 2018 | $156.2M | $154.9M | $1.4M | 8 | 0 |
| Jan 2018 | $144.8M | $142.7M | $2.2M | 8 | 0 |
| Dec 2017 | $144.8M | $142.7M | $2.2M | 8 | 0 |
| Oct 2017 | $144.8M | $142.7M | $2.2M | 8 | 0 |
| Sep 2017 | $144.8M | $142.7M | $2.2M | 8 | 1,300 |
| Mar 2017 | $144.8M | $142.7M | $2.2M | 8 | 1,300 |
| Jan 2017 | $117.8M | $115.4M | $2.4M | 8 | 300 |
| Oct 2016 | $117.8M | $115.4M | $2.4M | 8 | 300 |
| Mar 2016 | $117.8M | $115.4M | $2.4M | 8 | 300 |
| Mar 2015 | $118M | $114.9M | $3.1M | 8 | 300 |
| Apr 2012 | $57.6M | $44.2M | $13.4M | 1 | 200 |
| Mar 2012 | $57.6M | $44.2M | $13.4M | 1 | 200 |
| Mar 2012 | $57.6M | $44.2M | $13.4M | 1 | 200 |
| Jun 2011 | $51.8M | $37.8M | $14.1M | 5 | -- |
| May 2011 | $51.8M | $37.8M | $14.1M | 5 | -- |
| Apr 2011 | $51.8M | $37.8M | $14.1M | 5 | -- |
| Apr 2011 | $51.8M | $37.8M | $14.1M | 5 | -- |
| Mar 2011 | $51.8M | $37.8M | $14.1M | 5 | -- |
| Feb 2011 | $31.9M | $31.9M | $0 | 5 | -- |
| Feb 2011 | $31.9M | $31.9M | $0 | 5 | -- |
| Aug 2010 | $31.9M | $31.9M | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
| Apr 2010 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$362.9M
Discretionary$362.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$362.9M
Discretionary$362.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$362.9M
Discretionary$362.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$362.9M
Discretionary$362.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$362.9M
Discretionary$362.9M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees6
Clients362
DateFeb 2024
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees6
Clients362
DateSep 2023
Total AUM$294.4M
Discretionary$294.4M
Non-Disc.$0
Employees6
Clients356
DateMar 2023
Total AUM$294.4M
Discretionary$294.4M
Non-Disc.$0
Employees6
Clients356
DateFeb 2023
Total AUM$294.4M
Discretionary$294.4M
Non-Disc.$0
Employees6
Clients356
DateJan 2023
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees8
Clients342
DateJan 2023
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees8
Clients342
DateNov 2022
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees8
Clients342
DateJul 2022
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees8
Clients342
DateMar 2022
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees8
Clients342
DateMar 2022
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees8
Clients342
DateFeb 2021
Total AUM$237.2M
Discretionary$237.2M
Non-Disc.$0
Employees8
Clients340
DateMay 2020
Total AUM$196.7M
Discretionary$196.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$196.7M
Discretionary$196.7M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$151.3M
Discretionary$150.7M
Non-Disc.$578.3K
Employees7
Clients0
DateMar 2019
Total AUM$151.3M
Discretionary$150.7M
Non-Disc.$578.3K
Employees7
Clients0
DateAug 2018
Total AUM$156.2M
Discretionary$154.9M
Non-Disc.$1.4M
Employees8
Clients0
DateMay 2018
Total AUM$156.2M
Discretionary$154.9M
Non-Disc.$1.4M
Employees8
Clients0
DateApr 2018
Total AUM$156.2M
Discretionary$154.9M
Non-Disc.$1.4M
Employees8
Clients0
DateMar 2018
Total AUM$156.2M
Discretionary$154.9M
Non-Disc.$1.4M
Employees8
Clients0
DateJan 2018
Total AUM$144.8M
Discretionary$142.7M
Non-Disc.$2.2M
Employees8
Clients0
DateDec 2017
Total AUM$144.8M
Discretionary$142.7M
Non-Disc.$2.2M
Employees8
Clients0
DateOct 2017
Total AUM$144.8M
Discretionary$142.7M
Non-Disc.$2.2M
Employees8
Clients0
DateSep 2017
Total AUM$144.8M
Discretionary$142.7M
Non-Disc.$2.2M
Employees8
Clients1,300
DateMar 2017
Total AUM$144.8M
Discretionary$142.7M
Non-Disc.$2.2M
Employees8
Clients1,300
DateJan 2017
Total AUM$117.8M
Discretionary$115.4M
Non-Disc.$2.4M
Employees8
Clients300
DateOct 2016
Total AUM$117.8M
Discretionary$115.4M
Non-Disc.$2.4M
Employees8
Clients300
DateMar 2016
Total AUM$117.8M
Discretionary$115.4M
Non-Disc.$2.4M
Employees8
Clients300
DateMar 2015
Total AUM$118M
Discretionary$114.9M
Non-Disc.$3.1M
Employees8
Clients300
DateApr 2012
Total AUM$57.6M
Discretionary$44.2M
Non-Disc.$13.4M
Employees1
Clients200
DateMar 2012
Total AUM$57.6M
Discretionary$44.2M
Non-Disc.$13.4M
Employees1
Clients200
DateMar 2012
Total AUM$57.6M
Discretionary$44.2M
Non-Disc.$13.4M
Employees1
Clients200
DateJun 2011
Total AUM$51.8M
Discretionary$37.8M
Non-Disc.$14.1M
Employees5
Clients--
DateMay 2011
Total AUM$51.8M
Discretionary$37.8M
Non-Disc.$14.1M
Employees5
Clients--
DateApr 2011
Total AUM$51.8M
Discretionary$37.8M
Non-Disc.$14.1M
Employees5
Clients--
DateApr 2011
Total AUM$51.8M
Discretionary$37.8M
Non-Disc.$14.1M
Employees5
Clients--
DateMar 2011
Total AUM$51.8M
Discretionary$37.8M
Non-Disc.$14.1M
Employees5
Clients--
DateFeb 2011
Total AUM$31.9M
Discretionary$31.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$31.9M
Discretionary$31.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$31.9M
Discretionary$31.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--