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Pine Harbor Wealth Management LLC

Pine Harbor Wealth Management LLC. CRD 317352

Pine Harbor Wealth Management LLC logo

CRD: 317352

Pine Harbor Wealth Management LLC

Fairfax, VA, 22031
7035899100
www.pineharborwealth.com
$507.1M Total AUM
$507.1M Disc. AUM
-- 3Y CAGR
2 Employees
171 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
Capital focusValue fusion +more
Established Date
11-03-2021
Office Locations
1

Office Locations

8280 Willow Oaks Corporate Drive Suite 600 Fairfax VA

About Pine Harbor Wealth Management LLC

Pine Harbor Wealth Management is a fee-only, independent RIA serving a select group of individuals, families, and businesses across the U.S. and abroad. The firm builds personalized investment portfolios and comprehensive plans covering retirement, estate/legacy, and family goals, with open-architecture product selection (no proprietary ties). Client assets are custodied at major platforms including Schwab and Fidelity.

Team overview

-- AVG AGE
$507.1M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Optima bridge Element Alpha fusion

Client Personas

Wave

Custodian

Foundation Crest Vertex Insight beacon Peak Matrix north Timber frontier Crest Atlas signal

Fund Managers

Peak glacier

Investment Themes

Zenith timber Atlas bridge Fusion Peak harbor Peak

Investment Vehicles

Vertex Catalyst

Services

Ridge North oak Glacier foundation Momentum Zenith capital Delta ember Summit Frontier Pioneer focus Pathway

Technology

Zenith oak Capital Quantum vector Signal oak

Owner & Executives

D

David Christopher Quinn

Chief Compliance Officer, Chief Executive Officer, Managing Member

CRD
#6861645
Ownership
75% or more
(357) 444-2884
harbor.summit@zenithcapital.com
in linkedin.com/in/north-north

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-15-2023
07-25-2024
12-02-2025
02-23-2026
Category Assets AVG. Account size
Discretionary $507,085,498 $777,738
Non-Discretionary $0 --
Total $507,085,498 $777,738

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Separately Managed Accounts

Total SMA Asset: $507,085,498

$507.1M Total SMA
Public Funds:
23.4%
Equity - Exchange:
23.6%
Cash:
21.5%
U.S. Government/Agency:
21.1%
Municipal Bonds:
10.4%
Asset class Assets Assets %
Public Funds $353,250,831 23.4%
Equity - Exchange $356,270,069 23.6%
Cash $324,568,072 21.5%
U.S. Government/Agency $318,529,596 21.1%
Municipal Bonds $157,000,370 10.4%
Total $1,509,618,938 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FOUNDATION LEGACY MERIDIAN MATRIX WAVE GOEXPKM29 VFMN 5.36% $16,674,063
BRIDGE SIGNAL CREST ALPHA CAPITAL ZFRQ4T7NH DRQWO 2.30% $113,659,887
GLACIER RIDGE NORTH PIONEER 0BS9A6JHJ ZUB 9.65% $104,287,094
SUMMIT GLACIER OPTIMA VECTOR HORIZON UL332J679 SEC 7.01% $15,016,132
FOCUS RIDGE FRONTIER RADIAL MATRIX EJBKC1VVQ UAOC 6.31% $34,208,773
FUSION INSIGHT ELEMENT SUMMIT INSIGHT 7ODRIF4D7 ZJNPB 10.83% $109,125,699
HORIZON WAVE EMBER ATLAS FOUNDATION V21L1J8ZR ALJCZ 3.19% $16,250,504
FOUNDATION HORIZON VALUE GLACIER PATHWAY 8K6M1EZFG MZROJ 1.94% $106,585,852

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