Overview

Harman Wealth Management Inc. LLC. (HWM) is an established (1994) wealth management firm. We have purchased and merged 7 practices and have financing in place and capacity to purchase or provide succession capabilities to additional firms. HWM is a scalable business with a disciplined institutional asset management process based on the business cycle. Alphalytics Research is a part of the HWM asset management process and is co-owned by HWM. The process and structure makes it easy for advisors to scale their businesses and leads to successful retention in transitions.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...