Harbour Wealth Management Group, Inc.
- Regulatory AUM
- $266M
- Discretionary
- $233M
- Clients
- 137
- Avg AUM / client
- $1.9M
- Accounts
- 514
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $25.0M | 9.39% |
| High net worth individuals | 55 | $198M | 74.6% |
| Pension and profit sharing plans | 11 | $30.2M | 11.3% |
| Charitable organizations | Fewer than 5 clients | $2.7M | 1.03% |
| Corporations and other businesses | 4 | $9.8M | 3.66% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ansley R Mellette | Chief Compliance Officer | Apr 2021 (5y) | Less than 5% | |
| Christopher Lawrence Corley | Managing Director | Apr 2021 (5y) | 25% – 50% | |
| Matthew David Pardieck | Managing Principal | CFP Chartered Financial Consultant | Apr 2021 (5y) | 50% – 75% |
| Martha Louise Clark | Registered representative | May 2024 (2y) |
Undisclosed: 0% – 25% 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) | 05/21/2026 | 918 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $236M (89% of AUM) May 2026
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: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗