HARBOR WEALTH MANAGEMENT, LLC

HARBOR WEALTH MANAGEMENT, LLC of GREEN BAY, WI is an SEC-registered investment adviser (CRD 153527). Regulatory assets under management: $410.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (8)

NameRoleLocation
Gery Joseph SadzewiczCHIEF COMPLIANCE OFFICER
Eric Anthony HeusMANAGING MEMBER
Brent D PolzinMANAGING MEMBER
SADZEWICZ GERY JOSEPHCHIEF COMPLIANCE OFFICER
ROSE THOMAS JOHNMANAGING MEMBER
HEUS ERIC ANTHONYMANAGING MEMBER
POLZIN BRENT DMANAGING MEMBER
MOSS CHERYL ANNMANAGING MEMBER

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