SourcingSourcing

HARBOUR WEALTH MANAGEMENT GROUP, INC.

C39
CRD 314496·SEC 801-121292·DANIEL ISLAND, SC
AUM
$266.2M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$798K
@ 30% margin
Est. Deal Value
$6.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD
314496
SEC file #
801-121292
EIN
863005218
DBA names
—

Economics

AUM
$266.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$157.5M → $266.2M▲ +69%
Client mix
Individuals Other67
Individuals High Net Worth55
Pension Profit Sharing Plans11
Corporations4

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
DANIEL ISLAND SC
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
twitter.com/harbourwmg(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARDIECK, MATTHEW, DAVID
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
PARDIECK, MATTHEW, DAVID
CORLEY, CHRISTOPHER, LAWRENCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:harbour.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002085855
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-19
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0001951757-26-000636

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4431
Soi Zip Pct 200k Plus
0.233
Soi Zip Returns 200k Plus
2,640
Soi Zip Total AGI
2,452,327
Fdic Zip Total Deposits
4,458,406,000
Fdic Zip Branch Count
103
Fdic Zip Top Banks
Synovus Bank
First-Citizens Bank & Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
126 SEVEN FARMS DRIVESTE 150DANIEL ISLAND, SC 29492
Business
126 SEVEN FARMS DRIVESTE 150DANIEL ISLAND, SC 29492
Edgar EIN
863005218
Edgar Recent Filings
13F-HR2026-04-17 · 0001951757-26-000636
13F-HR2026-02-19 · 0001951757-26-000481
Fdic Zip Branches Raw
The National Bank of South CarolinaCharleston, SC
The National Bank of South CarolinaCharleston, SC
Fdic Zip HHI
1132.48
Fdic Zip Top Bank Share Pct
17.86
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,881
Returns1,990
Stub 2
AGI65,113
Returns1,730
Stub 3
AGI94,901
Returns1,530
Soi Zip Total Business Income
89,233
Soi Zip Total Cap Gains
325,067
Soi Zip Total Dividends
81,133
Soi Zip Total Returns
11,330
Top Owner CRD
2625967
Trust Company Affiliate
No

People (4)

4
PARDIECK, MATTHEW, DAVID
IAR · Direct Owner · 62.5%
2625967
CORLEY, CHRISTOPHER, LAWRENCE
IAR · Direct Owner · 37.5%
5140415
GABRIELLE ANN MAGDZIARZ
Executive Officer · 2.5%
5832218
Martha Louise Clark
IAR
7831369