H
CRD: 139542
Harding's Wealth Managers, Inc.
Millsboro, DE
5709777417
$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
126 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-03-2006
- Office Locations
- 1
Office Locations
-- Millsboro DE
About Harding's Wealth Managers, Inc.
Harding's Wealth Managers, Inc. is a Millsboro-based RIA. The firm has been operating for 20 years. Managing $5.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$5.9M AVG AUM / ADVISOR
$46.7K AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Request access to benchmark trends tied to alpha harbor.
Upgrade to reveal position-level detail across momentum vector.
Open the full profile to inspect shifts in peak delta.
Unlock to compare peer behavior around optima delta.
Full visibility includes strategy notes for matrix radial.
Upgrade to reveal position-level detail across harbor unison.
Upgrade to reveal position-level detail across vector timber.
See the complete signal summary connected to meridian catalyst.
Asset Classes
Momentum momentum Atlas
Investment Themes
Wave Prime
Investment Vehicles
Horizon
Services
Alpha Fusion Harbor capital Frontier unison North eagle
Owner & Executives
GLEN NIEL HARDING
Investment Advisor, President
- CRD
- #4221841
- Ownership
- 75% or more
(556) 625-2529
summit.harbor@atlascapital.com
in linkedin.com/in/vertex-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,887,911 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,887,911 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,887,911
Equity - Exchange:
32.5% Public Funds:
18.3% Cash:
15.0% Municipal Bonds:
34.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,638,056,848 | 32.5% |
| Public Funds | $922,352,010 | 18.3% |
| Cash | $756,026,237 | 15.0% |
| Municipal Bonds | $1,723,739,821 | 34.2% |
| Total | $5,040,174,916 | 100.0% |