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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-06-2019
- Office Locations
- 2
Office Locations
About Harding Wealth, Inc.
Harding Wealth, Inc. is a boutique Tempe, AZ–based RIA serving retail clients with comprehensive financial and investment planning, including estate planning, insurance and life insurance, and business succession guidance. Portfolios emphasize asset allocation and construction using mutual funds and ETFs, with capability across fixed income, real estate, and socially responsible investing. Multi-custodial setup includes Altruist as well as major custodians like Schwab and Fidelity/NFS.
Team overview
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Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
ADAM CLARK HARDING
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #6055895
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CARSON EVAN KUNKLE
--
- CRD
- #7493181
David Austin Young
Financial Advisor, General Partner
- CRD
- #7287492
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,623,954 | $371,071 |
| Non-Discretionary | $0 | -- |
| Total | $212,623,954 | $371,071 |
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Separately Managed Accounts
Total SMA Asset: $212,623,954
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,563,178,316 | 29.6% |
| Equity - Exchange | $1,985,658,942 | 37.6% |
| Cash | $1,732,170,566 | 32.8% |
| Total | $5,281,007,824 | 100.0% |