Single Family OfficeRIA · CRD 299052SEC-Registered

Updated:

Howard Wealth Management LLC

HOWARD WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser since 2018. The firm manages approximately $397 million in regulatory assets.

Howard Wealth Management LLC

HOWARD WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser since 2018. The firm manages approximately $397 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Who runs investment decisions at Howard Wealth Management LLC?

No principals are publicly named. The firm's investment authority is unknown (public record).

Is Howard Wealth Management LLC a single family office or multi-family office?

The firm is registered as a single-family office based on its corporate structure, but external confirmation of its classification is unavailable (public record).

Where does the underlying wealth at Howard Wealth Management LLC come from?

The source of wealth is not publicly disclosed (public record).

Does Howard Wealth Management LLC make external investments?

No investment activity, fund commitments, or direct deals are publicly known (public record).

What sectors does Howard Wealth Management LLC invest in?

No sector focus is publicly known (public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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