# Harlow Wealth Management

Harlow Wealth Management is a Bank / Wealth / Trust based in Vancouver, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Vancouver, United States
- **Region:** North America
- **Address:** Vancouver, WA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** harlowwealth.com
- **LinkedIn:** https://www.linkedin.com/company/harlow-wealth-management-inc

## Regulatory record

- **CRD number:** 148315
- **SEC file number:** 801-112275
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148315

## About

Harlow Wealth Management was founded in 2005 and is based in Vancouver, Washington. The firm operates as a registered investment adviser serving individual investors, pension plans, trusts, and small businesses across the Pacific Northwest. Its structure reflects the classic Main Street wealth management practice — fee-based advisory, financial planning, and discretionary portfolio management delivered directly by in-house advisers rather than through a broker-dealer network. The firm's investment posture centers on traditional portfolio construction for private clients. Core allocations span domestic and international equities, fixed income, and mutual fund or ETF-based strategies. Specific asset-class tilts, direct private-market exposure, or proprietary fund vehicles are not part of the firm's publicly described offering. Harlow Wealth Management's scale has remained modest and regionally contained. The firm has not reported AUM figures publicly, nor disclosed a professionals count. No additional offices beyond the Vancouver headquarters have been confirmed. No adjacent vehicles such as philanthropic foundations, real-asset arms, or operating businesses are publicly associated with the firm. Harlow's structural differentiator lies in its independence. As an unaffiliated RIA in a market dominated by wirehouse brokers and bank-owned advisory practices, the firm offers a governance model free of proprietary-product pressure.

## Questions

### How does Harlow Wealth Management structure its advisory relationships?

Harlow operates as a registered investment adviser, not a broker-dealer. This means the firm is held to a fiduciary standard in its advisory relationships, charging fees for financial planning and portfolio management rather than earning commissions on product sales. The firm advises individual investors, retirement plan sponsors, trusts, and small businesses, according to its most recent regulatory disclosures.

### What investment vehicles does Harlow typically recommend or manage for clients?

Based on the firm's profile as a traditional wealth manager, Harlow constructs client portfolios using primarily mutual funds, exchange-traded funds, and individual stocks and bonds. There is no public indication that the firm manages proprietary pooled investment vehicles, direct private equity, real estate funds, or alternative investment products. Portfolios are built on a platform of discretionary account management with an emphasis on retirement-income and tax-planning strategies.

### Is Harlow Wealth Management affiliated with a larger bank or insurance company?

No. Harlow Wealth Management has remained independent since its founding in 2005, with no disclosed affiliation to a wirehouse, bank, insurance carrier, or institutional asset manager. This independence is one of the firm's defining structural characteristics in a consolidating industry, allowing it to operate without proprietary-product mandates.

### What types of clients does Harlow Wealth Management serve?

The firm's public filings indicate it serves individual investors, including high-net-worth individuals, along with pension and profit-sharing plans, trusts, estates, and small businesses. The client base is concentrated in the Pacific Northwest, specifically around Southwest Washington and the Portland-Vancouver metropolitan area.

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Last updated: 2026-08-11T02:43:31.692Z

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