GLOBAL WEALTH HARBOR

GLOBAL WEALTH HARBOR is an SEC-registered investment adviser (CRD 315907). Regulatory assets under management: $5.2M.

Registration

• CRD: 315907
• Type: Registered investment adviser
• Phone: (347) 924-5136
• Latest filing: 2026-03-23
• Regulatory AUM: $5.2M
• Discretionary AUM: $5.2M
• Clients: 1
• Accounts: 29

Business model

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

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315907 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search