Harbor Light Planning, LLC
● SEC registered since 2026CRD 129022SEC# 801-136411
Reg. AUM
$111.1M
Employees
1
Accounts
314
Location
—
Harbor Light Planning, LLC assets under management
Harbor Light Planning, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $111.1 million in regulatory assets under management and employs 1 people.
Harbor Light Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jarryd D Smith Control | Managing Member/Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Harbor Light Planning, LLC manage?
Harbor Light Planning, LLC reports $111.1 million in regulatory assets under management on its Form ADV.
How many employees does Harbor Light Planning, LLC have?
Harbor Light Planning, LLC reports 1 employees.
Does Harbor Light Planning, LLC disclose fund performance?
Harbor Light Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 248-344-9616 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111.1MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$111.1Mregulatory AUM
Discretionary $111.1M