BAY HARBOR WEALTH MANAGEMENT, LLC
CRD #294000 SEC #801-114123 HUNT VALLEY, MD 410-403-2060
SEC Registered
Total AUM
$336.9M
Discretionary
$336.9M
Employees
6
Clients
0
Accounts
1,324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $336.9M | $336.9M | $0 | 6 | 4 |
| Mar 2025 | $336.9M | $336.9M | $0 | 6 | 4 |
| Mar 2024 | $291.6M | $291.6M | $0 | 5 | 3 |
| Mar 2023 | $238.4M | $238.4M | $0 | 5 | 2 |
| Aug 2022 | $254.6M | $254.6M | $0 | 5 | 3 |
| Mar 2022 | $254.6M | $254.6M | $0 | 5 | 3 |
| Jun 2021 | $217.4M | $217.4M | $0 | 5 | 0 |
| May 2021 | $217.4M | $217.4M | $0 | 5 | 0 |
| Mar 2021 | $217.4M | $217.4M | $0 | 5 | 0 |
| Dec 2020 | $185.1M | $185.1M | $0 | 5 | 0 |
| Aug 2020 | $185.1M | $185.1M | $0 | 5 | 0 |
| Jun 2020 | $185.1M | $185.1M | $0 | 5 | 0 |
| May 2020 | $185.1M | $185.1M | $0 | 5 | 0 |
| Mar 2020 | $185.1M | $185.1M | $0 | 5 | 0 |
| Dec 2019 | $131.6M | $131.6M | $0 | 4 | 0 |
| Aug 2019 | $131.6M | $131.6M | $0 | 4 | 0 |
| Feb 2019 | $131.6M | $131.6M | $0 | 4 | 0 |
| Nov 2018 | $0 | $0 | $0 | 4 | 0 |
| Nov 2018 | $0 | $0 | $0 | 4 | 0 |
| Sep 2018 | $0 | $0 | $0 | 4 | 0 |
DateAug 2025
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees6
Clients4
DateMar 2025
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees6
Clients4
DateMar 2024
Total AUM$291.6M
Discretionary$291.6M
Non-Disc.$0
Employees5
Clients3
DateMar 2023
Total AUM$238.4M
Discretionary$238.4M
Non-Disc.$0
Employees5
Clients2
DateAug 2022
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees5
Clients3
DateMar 2022
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees5
Clients3
DateJun 2021
Total AUM$217.4M
Discretionary$217.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$217.4M
Discretionary$217.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$217.4M
Discretionary$217.4M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0