BAY HARBOR WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$411,994,411
Discretionary
$411,994,411
Non-discretionary
$0
Firm details
- CRD number
- 294000
- SEC file number
- 801-114123
- Main office
- HUNT VALLEY, MD, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://x.com/bayharborwealth
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.