Pine Harbor Wealth Management LLC
Firm details
- Headquarters
- Fairfax, Virginia
- CRD number
- 317352
- Registered since
- January 12, 2024
- Website
- www.pineharborwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.64%
- Individuals4.36%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pine Harbor Wealth Management LLC is an independent, SEC-registered registered investment adviser that focuses on advising individual and family clients. The firm registered with the SEC in 2024 and is organized as an LLC owned by an individual. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee options. The firm identifies itself as an active ESG investor and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities11%
- Cash & Cash Equivalents6%
- US Government Bonds5%
- State & Local Bonds1%
Owners & executives
1 of 1
David Quinn
CEO and CCOCRD 6861645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$337M in ETFs
26%
$88.6M
73%
$248M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $47.5M | 579,315 | 14.09% |
Location
Fairfax, VA
Fairfax City
Location
Fairfax, VA
Headquartered in Fairfax, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax City
- Address
- 8280 Willow Oaks Corporate Dr
- Time zone
- ET (UTC-5)
- Office locations
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