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- Custodian
- Axos · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Signal
- Established Date
- 02-24-2021
- Office Locations
- 1
Office Locations
About Clear Harbor Wealth Management
Clear Harbor Wealth Management advises founders and business owners through its Founder's Fortune process, integrating tax planning, risk and cash-flow analysis, business advisory/exit planning, retirement and legacy planning with ongoing investment management. Delivered via a Virtual Family Office model, the firm coordinates in-house and a nationwide specialist network while staying the central quarterback. Portfolios emphasize long-term, ETF-heavy allocations with selective alternatives.
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Owner & Executives
Dustin Wayne Terry
Chief Compliance Officer, FOUNDER
- CRD
- #5487877
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Nicholas David Carman
--
- CRD
- #8302484
Gerald Lee Skalsky
Sr. Wealth Advisor
- CRD
- #1863477
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,300,890 | -- |
| Non-Discretionary | $1,367,610 | -- |
| Total | $69,668,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,214,025
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $825,309,147 | 14.1% |
| Public Funds | $1,843,775,755 | 31.5% |
| Cash | $1,668,178,064 | 28.5% |
| U.S. Government/Agency | $737,510,302 | 12.6% |
| Private Funds | $778,483,097 | 13.3% |
| Total | $5,853,256,365 | 100.0% |