BAY HARBOR WEALTH MANAGEMENT, LLC

BAY HARBOR WEALTH MANAGEMENT, LLC of HUNT VALLEY, MD is an SEC-registered investment adviser (CRD 294000). Regulatory assets under management: $412.0M.

Registration

• CRD: 294000
• SEC file number: 801-114123
• Type: Registered investment adviser
• Location: 201 INTERNATIONAL CIRCLE, HUNT VALLEY, MD, 21030
• Phone: 410-403-2060
• Latest filing: 2026-08-04
• Regulatory AUM: $412.0M
• Discretionary AUM: $412.0M
• Clients: 6
• Accounts: 1,375

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 294000 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search