$480MM AUM | $2.5MM GDC in
The Woodlands, TX
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.