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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.
Reported data analysis
What the numbers show
Between February 28, 2025 and March 13, 2026, reported AUM increased 31.1%, from $162.1M to $212.6M.
Across 5 reported observations, AUM increased 99.3% between October 10, 2022 and March 13, 2026, from $106.7M to $212.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 169 clients, or 56.3 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
Financial Planning
- 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
SMA allocation detail is available
Harding Wealth, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.