Global Wealth Harbor

Overview

Global Wealth Harbor is a small, independent registered investment advisor that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and periodic publications. The firm runs an advisory practice scaled to a compact client base and uses multiple fee arrangements — percentage of assets, hourly, fixed fees and performance-based fees — which suggests flexibility in how it charges for planning and specialized mandates. Its ADV filing indicates it is not positioned as an ESG-focused allocator, and it does not serve as a pension consultant or a multi-state adviser. Investment activity centers on pooled public funds: the firm’s largest allocation sits in mutual funds and other public fund vehicles. At the same time, Global Wealth Harbor shows explicit access to alternative third-party managers — venture capital, private placements and real estate — and also uses annuities alongside conventional mutual fund solutions. The combination of mutual funds for core allocation and select alternative exposures points to a model that blends broadly diversified, liquid strategies with illiquid, return-enhancing or diversification-oriented third-party funds. The firm’s advisory services and product mix are consistent with a boutique RIA serving wealth segments that require both day-to-day portfolio management and customized planning engagements delivered outside a one-size-fits-all pricing model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices