Harbor Island Wealth Management

Harbor Island Wealth Management (CRD# 135856) is a financial advisory firm headquartered in Newport Beach, CA. They manage $9,800,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $980,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Harbor Island Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Archie J. Luse
CRD#: 1275313
4000 Macarthur Blvd East Tower # 600, Newport Beach, CA 92660
93
Wealthminder
score

Archie Luse (CRD# 1275313) is an Investment Advisor Representative working at Harbor Island Wealth Management in Newport Beach, CA and has over 32 years of experience in the finance industry.

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