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 organized as a limited liability company and owned by an individual. The firm focuses on individuals and families, providing financial planning and portfolio management services tailored to individuals and small-business owners. Its adviser fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Pine Harbor identifies as an active ESG investor and is not structured as a capital allocator or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1David Quinn
CEO and CCOCRD 6861645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$303M in ETFs
25%
$75M
75%
$228M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $39.8M | 561,269 | 13.15% |
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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