# Pine Harbor Wealth Management LLC

> Pine Harbor Wealth Management LLC is an SEC-registered investment advisory firm in Fairfax, VA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 317352
- Filed as: PINE HARBOR WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfax, VA
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317352
- AdvisorCensus page: https://advisorcensus.com/firm/pine-harbor-wealth-management-llc-fairfax-va-317352

## Quick answers

**How is Pine Harbor Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pine Harbor Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Pine Harbor Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated February 23, 2026 states: Hourly rate: $395 an hour (hourly financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pine Harbor Wealth Management LLC located?**
Pine Harbor Wealth Management LLC's principal office is in Fairfax, VA, according to its Form ADV.

**Is Pine Harbor Wealth Management LLC registered with the SEC or a state?**
Pine Harbor Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 317352.

**How much does Pine Harbor Wealth Management LLC manage?**
Pine Harbor Wealth Management LLC reports $507,085,498 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**How have Pine Harbor Wealth Management LLC's assets and staff changed since 2024?**
In the Form ADV data for Pine Harbor Wealth Management LLC: Regulatory assets under management: $356,237,724 in the October 2024 data and $507,085,498 in the October 2026 data, up 42%. Total employees: 3 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pine Harbor Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (105); individuals (other than high net worth individuals) (54).

**Which custodians does Pine Harbor Wealth Management LLC use?**
Pine Harbor Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Pine Harbor Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317352

**What changed in Pine Harbor Wealth Management LLC's recent Form ADV filings?**
In the March 2026 filing data: Reported a succession: took over the business of Pine Harbor Wealth Management LLC (CRD 317352) on January 28, 2025. Regulatory assets under management went from $444,750,649 to $507,085,498 (+14%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Hourly rate: $395 an hour (hourly financial planning)

> For hourly financial planning, we will charge $395 an hour. Prior to entering into the agreement we will estimate the number of hours needed for the project and upon completion of the project and delivery of the financial plan will invoice you for the hours used.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $507,085,498
- Discretionary: $507,085,498
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $22,115,764 |
| High net worth individuals | 105 | $484,969,734 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, IL, MD, NY, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pineharborwealth.com
- LinkedIn @pine-harbor-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $356,237,724 | 3 | July 25, 2024 |
| October 2025 | $444,750,649 | 2 | February 5, 2025 |
| October 2026 | $507,085,498 | 2 | February 23, 2026 |

Regulatory assets under management: $356,237,724 in the October 2024 data and $507,085,498 in the October 2026 data, up 42%.
Total employees: 3 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Reported a succession: took over the business of Pine Harbor Wealth Management LLC (CRD 317352) on January 28, 2025.
- Regulatory assets under management went from $444,750,649 to $507,085,498 (+14%).

### January 2026
- Registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pine Harbor Wealth Management LLC (CRD 317352): Form ADV filing data as of October 2026.