SEC Form ADV · CIK 1767989

BAY HARBOR WEALTH MANAGEMENT, LLC

Registered Investment AdviserMD
$412.0M
Assets Under Management
1,375
Total Clients
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Registration Details

CIK
1767989
Accession
CRD-294000
Location
HUNT VALLEY, MD
Filing Date
March 20, 2026
AUM
$412.0M
Total Clients
1,375
Amendment
No

About this Adviser

BAY HARBOR WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in HUNT VALLEY, MD, managing approximately $412.0M in assets across 1,375 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.