Harbor Wealth Management, LLC logo

Harbor Wealth Management, LLC Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Harbor Wealth Management, LLC has about 4 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department.

Find Harbor Wealth Management, LLC employees' phone numbers or email addresses

Harbor Wealth Management, LLC Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Harbor Wealth Management, LLC's Leadership

  • Partner at Harbor Wealth Management, LLC
    E. H.
    Partner
  • Senior Wealth Advisor at Harbor Wealth Management, LLC
    L. J. R.
    Senior Wealth Advisor
  • Senior Wealth Advisor at Harbor Wealth Management, LLC
    B. P.
    Senior Wealth Advisor
  • Income Tax Preparer at Harbor Wealth Management, LLC
    S. W.
    Income Tax Preparer
  • Financial Planning & Tax Specialist at Harbor Wealth Management, LLC
    T. R. E.
    Financial Planning & Tax Specialist

Harbor Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Education
  • Other

Banking is the largest department at 50% of profiles with a known department, followed by Business (25%) and Education (25%).

Contact profiles from Harbor Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Partner at Harbor Wealth Management, LLC
    E. H.
    Partner
    United States, Wisconsin
    Jun 29, 2026
  • Senior Wealth Advisor at Harbor Wealth Management, LLC
    L. J. R.
    Senior Wealth Advisor
    United States, Wisconsin
    Jun 08, 2026
  • Senior Wealth Advisor at Harbor Wealth Management, LLC
    B. P.
    Senior Wealth Advisor
    United States, Wisconsin
    Jun 08, 2026
  • Income Tax Preparer at Harbor Wealth Management, LLC
    S. W.
    Income Tax Preparer
    United States, Wisconsin
    Jun 24, 2026
  • Financial Planning & Tax Specialist at Harbor Wealth Management, LLC
    T. R. E.
    Financial Planning & Tax Specialist
    United States, Wisconsin
    Aug 01, 2024

Frequently Asked Questions

What are the largest departments at Harbor Wealth Management, LLC?

Minus sign iconPlus sign icon
Banking is the largest department at 50% of profiles with a known department, followed by Business (25%) and Education (25%).

How many employees does Harbor Wealth Management, LLC have currently?

Minus sign iconPlus sign icon
Harbor Wealth Management, LLC has approximately 4 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Harbor Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Harbor Wealth Management, LLC's key employees include:

  • Partner: E. H.
  • Senior Wealth Advisor: L. J. R.
  • Senior Wealth Advisor: B. P.
  • Income Tax Preparer: S. W.
  • Financial Planning & Tax Specialist: T. R. E.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Harbor Wealth Management, LLC's most common email format?

Minus sign iconPlus sign icon
Harbor Wealth Management, LLC employees' email format typically follows the pattern of FLast@harbor-wealth.com. Trying to find reliable and up-to-date employee contact data? Find more Harbor Wealth Management, LLC email formats with LeadIQ.

What is Harbor Wealth Management, LLC known for?

Minus sign iconPlus sign icon
Harbor Wealth Management, LLC was founded in 2007 and operates in the Financial Services industry. You can contact Harbor Wealth Management, LLC's main corporate office by phone at . Explore Harbor Wealth Management, LLC's company overview page for more information.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.