PINE HARBOR WEALTH MANAGEMENT LLC
CRD #317352 SEC #801-129354 FAIRFAX, VA 703-589-9100
SEC Registered
Total AUM
$444.8M
Discretionary
$444.8M
Employees
2
Clients
51
Accounts
616
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $444.8M | $444.8M | $0 | 2 | 13 |
| Feb 2025 | $444.8M | $444.8M | $0 | 2 | 13 |
| Jul 2024 | $356.2M | $356.2M | $0 | 3 | 6 |
| Mar 2024 | $356.2M | $356.2M | $0 | 3 | 6 |
| Dec 2023 | $158.7M | $158.7M | $0 | 3 | 7 |
DateDec 2025
Total AUM$444.8M
Discretionary$444.8M
Non-Disc.$0
Employees2
Clients13
DateFeb 2025
Total AUM$444.8M
Discretionary$444.8M
Non-Disc.$0
Employees2
Clients13
DateJul 2024
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees3
Clients6
DateMar 2024
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees3
Clients6
DateDec 2023
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees3
Clients7