Harbor Wealth Management, LLC
CRD 153527SEC# 801-86172Green Bay, WI
No longer SEC-registered. Harbor Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$410.5M
Employees
6
Accounts
1,403
Location
Green Bay, WI
Harbor Wealth Management, LLC assets under management
Harbor Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Green Bay, WI. It reports $410.5 million in regulatory assets under management and employs 6 people.
Harbor Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent D Polzin Control | Managing Member | 50-75% | 2007 |
| Eric Anthony Heus Control | Managing Member | 50-75% | 2007 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2010 |
Frequently asked questions
How much does Harbor Wealth Management, LLC manage?
Harbor Wealth Management, LLC reports $410.5 million in regulatory assets under management on its Form ADV.
How many employees does Harbor Wealth Management, LLC have?
Harbor Wealth Management, LLC reports 6 employees.
Where is Harbor Wealth Management, LLC located?
Harbor Wealth Management, LLC is based in Green Bay, WI.
Does Harbor Wealth Management, LLC disclose fund performance?
Harbor Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 727 Cormier Road, Suite 101, Green Bay, WI 54303 |
| Office hours | 8:00 - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$410.5M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$410.5Mregulatory AUM
Discretionary $410.5M