CRD: 299052
Howard Wealth Management, LLC
Madison, CT
2034218339
$397.0M Total AUM
$397.0M Disc. AUM
12.7% 3Y CAGR
2 Employees
263 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-05-2018
- Office Locations
- 2
Office Locations
-- Madison CT
-- Norwalk CT
About Howard Wealth Management, LLC
Howard Wealth Management, LLC is a Madison-based RIA with 2 offices. The firm has been operating for 7 years. Managing $397.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
50 AVG AGE
$198.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
7.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Asset Classes
Alpha frontier Peak Ember
Investment Themes
Pathway Unison Vector catalyst
Investment Vehicles
Bridge
Services
Legacy atlas Delta Peak delta Capital radial Signal Beacon element Frontier horizon Horizon Quantum horizon Bridge Ridge
Owner & Executives
B
BRETT LEE HOWARD
Insurance Agent, Managing Member
- CRD
- #2468282
- Ownership
- 50% but less than 75%
(549) 253-6376
beacon.atlas@signalcapital.com
in linkedin.com/in/ridge-delta
J
JUSTIN SCOTT HOWARD
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2888565
- Ownership
- 50% but less than 75%
(521) 371-1352
quantum.horizon@matrixcapital.com
in linkedin.com/in/catalyst-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,000,000 | $429,654 |
| Non-Discretionary | $0 | -- |
| Total | $397,000,000 | $429,654 |
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Separately Managed Accounts
Total SMA Asset: $397,000,000
Public Funds:
8.9% Equity - Exchange:
20.3% Cash:
19.0% Corporate - Investment Grade:
10.8% Municipal Bonds:
13.4% Other:
12.9% U.S. Government/Agency:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $569,144,611 | 8.9% |
| Equity - Exchange | $1,298,161,303 | 20.3% |
| Cash | $1,215,027,820 | 19.0% |
| Corporate - Investment Grade | $690,647,393 | 10.8% |
| Municipal Bonds | $856,914,358 | 13.4% |
| Other | $824,939,941 | 12.9% |
| U.S. Government/Agency | $940,047,839 | 14.7% |
| Total | $6,394,883,265 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON MATRIX | MERIDIAN FOUNDATION | ZHCJ6BVU9 | TCQZW | 1.99% | $94,161,200 |
| PRIME PIONEER | EMBER VALUE | FL80EC6KM | UBIG | 1.98% | $67,153,754 |
| HORIZON EAGLE CATALYST | EMBER SUMMIT | SF3HIXAN6 | CTXA | 4.59% | $113,542,952 |
| ALPHA MOMENTUM PRIME | MATRIX RADIAL | T9INT83AE | BSXM | 7.68% | $109,172,427 |
| FOCUS ATLAS | ELEMENT VECTOR | DQCH82QF5 | AMXX | 8.50% | $66,503,398 |
| CREST VERTEX | PRIME PRIME | LSULJUFPQ | XDZQQ | 1.37% | $63,747,171 |
| DELTA VALUE | FRONTIER LEGACY | 57PVAC94H | GLBSR | 11.67% | $87,599,062 |
| TIMBER PIONEER EMBER | FUSION ZENITH | JJHKBU480 | LXPX | 4.49% | $45,098,132 |