HARDING WEALTH, INC.

Overview

Harding Wealth, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals and small businesses. The firm operates on a mix of percentage-of-AUM and fixed-fee arrangements and positions public funds and mutual funds at the center of client portfolios while supplementing those core holdings with select alternative allocations. Investment activity emphasizes pooled public vehicles for core exposure, with a material tilt toward third‑party mutual funds. Alternatives are used as a complement to the core, with allocations into venture capital, private placements and real estate through external managers rather than in‑house funds. Harding Wealth is not an active ESG investor, does not act as a capital allocator, and is structured under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices