HARPER WEALTH MANAGEMENT LLC

Overview

Harper Wealth Management LLC is an individually owned limited liability company that provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm bills clients on a percentage-of-AUM and fixed-fee basis. It is identified as a capital allocator—able to direct client capital to external managers—and offers typical advisory services rather than pension consulting or ESG-focused mandates. The firm is not registered as a multi-state adviser and is not listed as a related adviser to another firm. Harper Wealth Management’s product mix emphasizes traditional packaged investments: mutual funds and annuities are cited as used instruments. While the firm is set up to select third‑party managers, no specific external alternative managers are named in available records.

Assets & Accounts

Investments & Alternatives

Location & Offices