Harlow Wealth Management, Inc.
- Regulatory AUM
- $419M
- Discretionary
- $419M
- Clients
- 656
- Avg AUM / client
- $639K
- Accounts
- 1,670
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 553 | $215M | 51.2% |
| High net worth individuals | 96 | $200M | 47.7% |
| Pension and profit sharing plans | 6 | $3.7M | 0.89% |
| Corporations and other businesses | 1 | $1.0M | 0.24% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harlow, Danny, Jess | President | Sep 2008 (18y) | 25% – 50% | |
| Harlow, Esther, Lee | Secretary | Sep 2008 (18y) | 25% – 50% | |
| Christopher Dean Harlow | Vice President | Feb 2012 (15y) | 10% – 25% | |
| Dimaria, Donna, Barbara | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Daniel Leon Erickson | Registered representative | CFP | Nov 2013 (13y) | |
| Aaron Michael Argiso | Registered representative | CFP | Jun 2021 (5y) | |
| Alex Antonio Diaz | Registered representative | CFP | Apr 2022 (4y) | |
| John Michael Aarhus | Registered representative | Mar 2023 (3y) | ||
| Thomas Snyder | Registered representative | Sep 2024 (2y) | ||
| Anthony Dobberfuhl | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • % OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $226M (54% of AUM) Mar 2026
- Fidelity Brokerage Services $194M (46% of AUM) Mar 2026
- Folio Investments, Inc. $1.4M (1% of AUM) Dec 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗