H
Harper Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Harper Wealth Management LLC offers ongoing portfolio management and financial planning services primarily to individual and high‑net‑worth clients, supplying investment policy statements and typically managing accounts on a discretionary basis. The firm is newly registered (January 2026) and reported no assets under management as of its filing.
The firm describes an investment process that combines cyclical analysis and modern portfolio theory, using both long‑ and short‑term trading to implement strategies tailored to each client’s IPS and risk profile. HWM generally recommends ETFs (including precious‑metals sector ETFs), mutual funds, fixed income, annuities and non‑U.S. securities, and provides retirement‑account fiduciary advice when applicable.
A noteworthy aspect of HWM is its stated practice — uncommon among peer investment managers — of selecting and monitoring third‑party managers or other advisers (TPMs) to manage client assets, with the firm retaining oversight while TPMs may provide back‑office platform services. The brochure also discloses features that could shape client work: access to third‑party estate‑document software, the firm’s primary representative holding multiple retirement and senior‑planning credentials, and that representative’s ongoing insurance agency activity, each accompanied by policies and disclosures intended to address related conflicts.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Annuities
Wealth management
Demographic focus
Approaching retirement
Retired
Fee options
Financial planning fees range from $0 to $10,000 per engagement per year; fees are negotiable and can be fixed one-time fees or ongoing fees.
$0.00 - $250,000.00: 1.55% $250,000.01 - $500,000.00: 1.35% $500,000.01 - $1,000,000.00: 1.25% $1,000,000.01 - $1,500,000.00: 0.98% $1,500,000.01 - $2,000,000.00: 0.88% $2,000,000.01 - $5,000,000.00: 0.75% $5,000,000.01 - $10,000,000.00: 0.61% $10,000,000.01+: 0.50%
Account minimum: No account minimum for any of HWM’s services.
Main office location
Harper Wealth Management LLC
1760 E Pecos Rd, Suite 310
Gilbert AZ 85295, United States
Number of offices
1
Most active in
Harper Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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