HARLOW WEALTH MANAGEMENT, INC.
Latest filing: Mar 25, 2025 (113 days ago)
AUM
$374,825,972
19% change vs. 1 year ago
24% change vs. 3 years ago
100% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
14
0% change vs. 1 year ago
27% change vs. 3 years ago
133% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
VANCOUVER, WA
400 EAST MILL PLAIN BLVD., VANCOUVER, WA, UNITED STATES, 98660
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 563 | $0.2 |
| Average Individual AUM | $361,361 | |
| HNW | 85 | $0.2 |
| Average HNW AUM | $1,976,636 | |
| Retail Total | 648 | $0.4 |
| Average Retail AUM | $573,241 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.2 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 54% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 41% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 99% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ROGER CROSS | VANCOUVER | WA | S63|1987-06-26|S65|2012-06-16 | ||||||
| AARON ARGISO | VANCOUVER | WA | S65|2016-12-22 | CERTIFIED FINANCIAL PLANNER | |||||
| DANNY HARLOW | VANCOUVER | WA | S63|2000-11-07|S65|2001-12-03 | ||||||
| DANIEL ERICKSON | VANCOUVER | WA | S65|2013-08-23 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN AARHUS | VANCOUVER | WA | S65|2023-03-09 | ||||||
| CHRISTOPHER HARLOW | VANCOUVER | WA | S65|2012-04-19 | ||||||
| ALEX DIAZ | VANCOUVER | WA | S63|2012-11-29|S65|2022-04-29 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.4 | $0.0 | 0% | 14 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 14 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.1 | 19% | 14 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.1 | 47% | 16 | -2 | -12% |
| 2022-04-01 | $0.3 | $0.1 | 24% | 11 | 3 | 27% |
| 2021-04-05 | $0.2 | $0.1 | 53% | 10 | 4 | 40% |
| 2020-04-01 | $0.2 | $0.2 | 100% | 6 | 8 | 133% |
| 2019-04-01 | $0.1 | $0.2 | 177% | 6 | 8 | 133% |
| 2018-04-02 | $0.1 | $0.3 | 263% | 6 | 8 | 133% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| WA, AZ-01/10/2018, CA-12/04/2019, OR-01/08/2018, TX-07/20/2018, WA-01/08/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV