Howard Wealth Management, LLC
● SEC registered since 2018CRD 299052SEC# 801-114237
Reg. AUM
$397M
Employees
2
Accounts
924
Location
—
Howard Wealth Management, LLC assets under management
Howard Wealth Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $397 million in regulatory assets under management and employs 2 people.
Howard Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Lee Howard Control | Managing Member | 50-75% | 2018 |
| Justin Scott Howard Control | Managing Member/Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How much does Howard Wealth Management, LLC manage?
Howard Wealth Management, LLC reports $397 million in regulatory assets under management on its Form ADV.
How many employees does Howard Wealth Management, LLC have?
Howard Wealth Management, LLC reports 2 employees.
Does Howard Wealth Management, LLC disclose fund performance?
Howard Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 203-421-8339 |
| Fax | 203-421-7008 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$397M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$397Mregulatory AUM
Discretionary $397M