AH
American Harbour Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 322018
· Orlando, FL
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ADV data as of Apr 17, 2026
- Regulatory AUM
- $94.7M
- Discretionary
- $94.7M
- Clients
- 200
- Avg AUM / client
- $473K
- Accounts
- 200
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 146 | $37.1M | 39.1% |
| High net worth individuals | 32 | $47.4M | 50.1% |
| Pension and profit sharing plans | 13 | $7.3M | 7.66% |
| Corporations and other businesses | 9 | $2.9M | 3.1% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric James Hoebbel | Registered representative | CFP | May 2022 (4y) | |
| Gregory Morris Beardslee | Registered representative | Aug 2022 (4y) | ||
| Matthew Bernard Haushalter | Registered representative | Mar 2023 (3y) |
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) | 04/17/2026 | 1.12 MB | 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $82.3M (87% of AUM) Apr 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: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗