HARLOW WEALTH MANAGEMENT, INC.

CRD 148315File 801-112275

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$419.4M

Below cohort median (national)

Discretionary AUM

$419.4M

Clients

656

1,670 accounts

Employees

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://NWTAXANDWEALTH.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, 5G

Compensation

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

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.