# HARBOR WEALTH MANAGEMENT, LLC

HARBOR WEALTH MANAGEMENT, LLC of GREEN BAY, WI is an SEC-registered investment adviser.

## Registration

- CRD: 153527
- Type: SEC-registered investment adviser
- SEC file number: 801-86172
- Location: 727 CORMIER ROAD, SUITE 101, GREEN BAY, WI, 54303
- Phone: 920-434-5310
- Latest filing: 2026-02-10
- Regulatory AUM: $410.5M
- Discretionary AUM: $410.5M
- Clients: 6
- Accounts: 1,403

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Eric Anthony Heus | MANAGING MEMBER | — |
| Brent D Polzin | MANAGING MEMBER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| ROSE THOMAS JOHN | MANAGING MEMBER | — |
| HEUS ERIC ANTHONY | MANAGING MEMBER | — |
| POLZIN BRENT D | MANAGING MEMBER | — |
| MOSS CHERYL ANN | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153527/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153527/similar
- Related entities: https://search.stillhousedata.com/firm/153527/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153527

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.