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HARLOW WEALTH MANAGEMENT, INC.
CRD 148315File 801-112275
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$419.4M
Below cohort median (national)
Discretionary AUM
$419.4M
Clients
656
1,670 accounts
Employees
16
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 8, 2018
- Principal office
- 400 EAST MILL PLAIN BLVD., SUITE 200, VANCOUVER, WA, 98660
- Phone
- 360-573-2522
- Website
- HTTP://HARLOWWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $419.4M
- Discretionary AUM
- $419.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,670
- Non-discretionary accounts
- 0
- Total accounts
- 1,670
- AUM per client
- $639K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.0M |
| High net worth individuals | 96 | $200.0M |
| Pension and profit sharing plans | 6 | $3.7M |
| Individuals (other than high net worth individuals) | 553 | $214.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — % OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2026 | Clients | 673 | 656 | decreased by17 |
| Apr 1, 2026 | AUM | $374,825,972 | $419,374,657 | increased by$44,548,685 |
| Apr 1, 2026 | Accounts | 1,643 | 1,670 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 14 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 700 | 673 | decreased by27 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $301,990,650 | $374,825,972 | increased by$72,835,322 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,499 | 1,643 | increased by144 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 710 | 700 | decreased by10 |
| Apr 1, 2022 | AUM | $245,418,359 | $301,990,650 | increased by$56,572,291 |
| Apr 1, 2022 | Accounts | 1,402 | 1,499 | increased by97 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HARLOW WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARLOW WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.