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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Insight vitalZenith optima +more
- Established Date
- 08-31-2021
- Office Locations
- 1
Office Locations
About Global Wealth Harbor
Global Wealth Harbor is a retail-focused RIA providing goal-based financial planning and investment planning with an emphasis on organization, accountability, and proactive guidance around life transitions. The firm works with individuals and business owners on portfolio construction, risk management, and tax- and estate-aware planning, using ETFs and mutual funds as core vehicles. Custody is supported via Charles Schwab, and the firm has been featured in outlets such as Yahoo and Fortune.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JIAYI XU
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6248687
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,170,769 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,170,769 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,170,769
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $377,537,229 | 53.1% |
| Equity - Exchange | $202,632,976 | 28.5% |
| Cash | $130,822,694 | 18.4% |
| Total | $710,992,899 | 100.0% |