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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum crestNorth timber
- Established Date
- 02-05-2009
- Office Locations
- 1
Office Locations
About Harlow Wealth Management, Inc.
Harlow Wealth Management is a family-owned RIA focused on retirement outcomes, delivering integrated income and investment planning alongside tax, health care, and estate/legacy planning. The team brings experience across investments and insurance and runs a defined “Harlow Way” retirement planning process with family involvement and ongoing communication. Portfolios make significant use of ETFs and mutual funds, with custody through firms such as Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER DEAN HARLOW
Founder, President
- CRD
- #6057956
- Ownership
- 75% or more
LEJEANA LATRICE LOVE
Chief Compliance Officer
- CRD
- #6312685
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
John Michael Aarhus
Financial Advisor
- CRD
- #7660492
AARON MICHAEL ARGISO
Associate Advisor
- CRD
- #6728970
Horizon alpha
Wave prime
- CRD
- #11298
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $419,374,657 | $251,123 |
| Non-Discretionary | $0 | -- |
| Total | $419,374,657 | $251,123 |
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Separately Managed Accounts
Total SMA Asset: $419,374,657
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $93,847,398 | 12.3% |
| Public Funds | $170,909,083 | 22.4% |
| Cash | $87,743,502 | 11.5% |
| U.S. Government/Agency | $410,486,994 | 53.8% |
| Total | $762,986,977 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE RIDGE VERTEX | ATLAS HORIZON | AOFNWFIG5 | HJA | 1.02% | $106,718,946 |
| WAVE ALPHA | DELTA SUMMIT | QWZ279DMX | NXJ | 1.42% | $119,503,883 |
| RADIAL OPTIMA OPTIMA | FOCUS LEGACY | XIMK7QW78 | OBH | 5.02% | $44,524,726 |
| TIMBER HARBOR FOCUS | FOCUS UNISON | 6SXYFDBWG | CCUFG | 5.92% | $68,851,546 |
| VALUE CATALYST | FRONTIER EMBER | 5KAS2MGRS | CQUHH | 1.00% | $39,195,461 |
| TIMBER RADIAL CREST | TIMBER WAVE | N4MAQ5J2J | RVV | 3.90% | $32,610,004 |
| FUSION PRIME FUSION | MATRIX OPTIMA | YGL5WSRV4 | LKVUG | 6.43% | $26,737,173 |
| PEAK HORIZON | CATALYST EAGLE | BBUP8TZ1N | RRY | 10.73% | $101,328,203 |