# American Harbour Wealth Management, LLC

> American Harbour Wealth Management, LLC is a state-registered investment advisory firm in Orlando, FL, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 322018
- Filed as: AMERICAN HARBOUR WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322018
- AdvisorCensus page: https://advisorcensus.com/firm/american-harbour-wealth-management-llc-orlando-fl-322018

## Quick answers

**How is American Harbour Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), American Harbour Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is American Harbour Wealth Management, LLC located?**
American Harbour Wealth Management, LLC's principal office is in Orlando, FL, according to its Form ADV.

**Is American Harbour Wealth Management, LLC registered with the SEC or a state?**
American Harbour Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322018.

**How much does American Harbour Wealth Management, LLC manage?**
American Harbour Wealth Management, LLC reports $94,663,003 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (100% discretionary).

**What types of clients does American Harbour Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (146); high net worth individuals (32); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Does American Harbour Wealth Management, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(4) (SEC or CFTC order) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322018

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $94,663,003
- Discretionary: $94,663,003
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 146 | $37,056,348 |
| High net worth individuals | 32 | $47,415,225 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $7,255,380 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $2,936,050 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322018

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Harbour Wealth Management, LLC (CRD 322018): Form ADV filing data as of October 2026.