# Harbour Wealth Management

Harbour Wealth Management is a Bank / Wealth / Trust based in Charleston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charleston, United States
- **Region:** North America
- **Address:** 126 Seven Farms Drive, Suite 150, Charleston, SC 29492, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** harbourwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/harbourwealthmanagementae

## Regulatory record

- **CRD number:** 314496
- **SEC file number:** 801-121292
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314496

## About

Founded in 2021 and based in Charleston, South Carolina, Harbour Wealth Management operates as a registered investment adviser serving individuals, high-net-worth families, and pension plans. The firm was built to address what it calls the gap between 'why' and 'how' — the disconnect between a family's stated mission and the financial architecture that supports it. Harbour Wealth Management delivers business planning, financial planning, and estate planning through a single advisory relationship. The firm does not publicly segment its asset-allocation approach by strategy or asset class, nor does it disclose specific portfolio holdings, fund commitments, or co-investment vehicles. Its regulatory posture and marketing language position it as a generalist wealth manager rather than a thematic or sector-specialist investor. Geographic coverage is concentrated in the South Carolina Lowcountry, with no disclosed offices beyond the Charleston headquarters. Team size and total assets under advisement are not publicly reported. The firm has not announced a new fund, office expansion, or senior hire since formation. No philanthropic foundation, club membership, or operating-company affiliate is disclosed in available filings or on the firm's website. Harbour Wealth Management's structure is notable for what it declines to build: no in-house alternatives platform, no family-office services beyond planning, and no multi-family-office conversion story. For a cohort of peer firms that typically add private-market access or turn into multi-family platforms within three years of launch, Harbour's continued focus on a narrow, planning-led mandate is the structural feature that distinguishes it.

## Questions

### Who runs investment decisions at Harbour Wealth Management?

Harbour Wealth Management does not publicly name its principals, advisors, or investment committee members. The firm's website and regulatory filings do not identify the individuals who design or implement client portfolios. As a result, a prospective allocator cannot evaluate the team's track record or tenure from disclosed materials.

### How does Harbour Wealth Management source and construct client portfolios?

The firm describes its service as combining business planning, financial planning, and estate planning, but it does not disclose a specific investment philosophy, asset-allocation framework, or manager-selection process. No proprietary products, model portfolios, or strategic partnerships are named in available materials.

### Does Harbour Wealth Management participate in alternatives or private-market investing?

There is no public indication that Harbour Wealth Management accesses or recommends private equity, venture capital, hedge funds, real assets, or direct co-investments. The firm's published materials focus solely on traditional planning services, with no mention of an alternatives platform or specialist function.

### What is Harbour Wealth Management's known posture on working with institutional allocators?

Harbour Wealth Management lists pension plans among its client categories, but it does not disclose any institutional separate-account mandates, OCIO relationships, or consultant-grade reporting capabilities. The firm's public materials remain oriented toward retail and high-net-worth advisory rather than institutional asset management.

### How is Harbour Wealth Management regulated and supervised?

The firm operates as a registered investment adviser under U.S. federal law, a status that requires filing Form ADV with the SEC and adherence to a fiduciary standard when working with advisory clients. Specific details of its compliance infrastructure, custody arrangements, and ADV disclosures are not summarized on its public site.

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Last updated: 2026-07-08T22:04:45.831Z

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