Pine Harbor Wealth Management LLC
● SEC registered since 2024CRD 317352SEC# 801-129354Fairfax, VA
Reg. AUM
$507.1M
Employees
2
Accounts
652
Location
Fairfax, VA
Pine Harbor Wealth Management LLC assets under management
Pine Harbor Wealth Management LLC is an SEC-registered investment adviser based in Fairfax, VA. The firm has been registered since 2024. It reports $507.1 million in regulatory assets under management and employs 2 people.
Pine Harbor Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Christopher Quinn Control | Ceo/Cco/Managing Member | Over 75% | 2019 |
Frequently asked questions
How much does Pine Harbor Wealth Management LLC manage?
Pine Harbor Wealth Management LLC reports $507.1 million in regulatory assets under management on its Form ADV.
How many employees does Pine Harbor Wealth Management LLC have?
Pine Harbor Wealth Management LLC reports 2 employees.
Where is Pine Harbor Wealth Management LLC located?
Pine Harbor Wealth Management LLC is based in Fairfax, VA and has been SEC-registered since 2024.
Does Pine Harbor Wealth Management LLC disclose fund performance?
Pine 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 | 8280 Willow Oaks Corporate Drive, Suite 600, Fairfax, VA 22031 |
| Phone | 703-589-9100 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$507.1M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$507.1Mregulatory AUM
Discretionary $507.1M