Harbour Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, and insurance. Financial planning was provided to 51–100 clients last fiscal year.
Harbour Wealth Management Group reports 137 clients. They include 67 individual clients, 55 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 87.7% ($233M across 489 accounts) are managed with discretion; $32.8M across 25 accounts are not. A wrap fee program the firm both sponsors and manages holds $233M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 9% |
| High-net-worth individuals | 40% | 75% |
| Pension and profit-sharing plans | 8% | 11% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | 3% | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 67 | $25M | 9.4% | $373K |
| High-net-worth individuals | 55 | $198M | 74.6% | $3.61M |
| Pension and profit-sharing plans | 11 | $30.2M | 11.3% | $2.75M |
| Charitable organizations | Fewer than 5 | $2.74M | 1.0% | — |
| Corporations and other businesses | 4 | $9.75M | 3.7% | $2.44M |
| Total | 137 | $266M | 100% | — |
- Clients
- 67
- Regulatory AUM
- $25M
- AUM share
- 9.4%
- Avg. per client
- $373K
- Clients
- 55
- Regulatory AUM
- $198M
- AUM share
- 74.6%
- Avg. per client
- $3.61M
- Clients
- 11
- Regulatory AUM
- $30.2M
- AUM share
- 11.3%
- Avg. per client
- $2.75M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.74M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- 4
- Regulatory AUM
- $9.75M
- AUM share
- 3.7%
- Avg. per client
- $2.44M
Total
- Clients
- 137
- Regulatory AUM
- $266M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Harbour Wealth Management Group charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Annual asset-based fee up to 1.00% of plan assets, billed quarterly in advance; negotiable.
- Standalone Financial Planning
- Billed hourly up to $500 an hour or as a fixed fee up to $50,000 a year; negotiable.
Matthew Pardieck owns 50% to 75% of Harbour Wealth Management Group. The leadership team of Harbour Wealth Management Group includes Chief Compliance Officer Gabrielle Magdziarz. It has 5 employees, 3 of them in advisory roles.
Leadership
- Gabrielle MagdziarzChief Compliance Officer
- Christopher CorleyManaging Director
- Matthew PardieckManaging Principal
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Martha Louise Clark
- Christopher Lawrence Corley
- Matthew David Pardieck
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 50% to 75% of Harbour Wealth Management Group, Inc.
Matthew Pardieck
Control person · since April 2021
- Owns 25% to 50% of Harbour Wealth Management Group, Inc.
Christopher Corley
Control person · since April 2021
Harbour Wealth Management Group’s regulatory assets grew Infinity× from $0 (June 2021) to $266M (August 2026); employees rose from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $266M | 137 | 5 | 1 |
| February 2025 | $191M | 128 | 4 | 1 |
| July 2024 | $174M | 133 | 4 | 1 |
| August 2023 | $149M | 120 | 3 | 1 |
| July 2022 | $158M | 115 | 3 | 1 |
| June 2021 | $0 | 0 | 3 | 1 |
Besides its headquarters, Harbour Wealth Management Group has 0 offices, with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 126 Seven Farms Drive, Ste 150, Daniel IslandHQ
Contact and registration details
- Legal name
- Harbour Wealth Management Group, Inc.
- Headquarters
- 126 Seven Farms Drive, Ste 150, Daniel Island, SC 29492
- Website
- harbourwealthmanagement.com
- Phone
- 843-377-8448
- SEC file
- 801-121292
- Founded
- 2021
- Structure
- South Carolina corporation
- Fiscal year end
- December
Harbour Wealth Management Group uses Raymond James ($236M) as custodian for its separately managed accounts. Harbour Wealth Management Group has custody of $2.67M in client assets for 3 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $236M100%
At year end, Harbour Wealth Management Group’s separately managed accounts were mostly in stocks (50%) and funds (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $148M across 89 positions; the largest are Sprott Asset Management LP (7.9%), iShares Gold TR (7.6%) and iShares U S ETF TR (6.7%).
What the accounts hold
- Stocks50%
- Funds26%
- Bonds3%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash16%
- Other5%
- Reits/cd's/annuities5%
Reported 13F holdings
- $148M
- Reported 13F value
- 89
- Positions
- 48.8%
- In the 10 largest
- +11.4%
- Value vs. prior quarter
- Sprott Asset Management LP · Physical Gold TR7.9%
- iShares Gold TR · iShares New7.6%
- iShares U S ETF TR · Int RT Hdg C B6.7%
- EA Series Trust · Freedom 100 EM5.2%
- Select Sector SPDR TR · ST Str Energ ETF4.0%
- State Str SPDR S&P 500 ETF T · TR Unit3.6%
- Janus Detroit Str TR · Hendersn Sml ETF3.5%
- Intel Corp.3.5%
- Berkshire Hathaway Inc. Del · CL B New3.5%
- Wisdomtree TR · US Midcap Divid3.3%
Together, the ten largest are 48.8% of reported value.
How many clients does Harbour Wealth Management Group have?
Harbour Wealth Management Group has 137 clients and manages $266 million for them, as of August 2026. They include 67 individual clients, 55 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does Harbour Wealth Management Group offer?
Harbour Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Harbour Wealth Management Group charge?
Harbour Wealth Management Group charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: HWMG DISCLOSURE BROCHURE AND WRAP PROGRAM, filed 18 August 2026
Which custodians does Harbour Wealth Management Group use?
Harbour Wealth Management Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $236M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does Harbour Wealth Management Group have?
Harbour Wealth Management Group has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Harbour Wealth Management Group invest in?
At the end of its last fiscal year, Harbour Wealth Management Group’s separately managed accounts held 50% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 16% cash and equivalents, 5% other, 2% state and local bonds and 1% investment grade corporate bonds. The 5% other category is described as: Reits/CD'S/Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Harbour Wealth Management Group?
Harbour Wealth Management Group’s direct owners are Matthew Pardieck (50% to 75%) and Christopher Corley (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does Harbour Wealth Management Group get paid?
Harbour Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Harbour Wealth Management Group registered with the SEC?
Yes, Harbour Wealth Management Group has been registered with the SEC as an investment adviser since 24 May 2021. Its CRD number is 314496 and its SEC file number is 801-121292.
Source: Form ADV Part 1A, Item 1, filed 18 August 2026; IAPD firm record
How do I contact Harbour Wealth Management Group?
Harbour Wealth Management Group’s main office is at 126 Seven Farms Drive, Ste 150, Daniel Island, SC 29492. Its phone number is 843-377-8448. Its website is harbourwealthmanagement.com.