SourcingSourcing

PINE HARBOR WEALTH MANAGEMENT LLC

C48
CRD 317352·SEC 801-129354·FAIRFAX, VA
AUM
$507.1M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PINE HARBOR WEALTH MANAGEMENT LLC
CRD
317352
SEC file #
801-129354
EIN
843571474
DBA names
—

Economics

AUM
$507.1M
AUM band
$500M-$1B
AUM trajectory
'25'26
$444.8M → $507.1M▲ +14%
Client mix
Individuals High Net Worth105
Individuals Other54

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
FAIRFAX VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/23/2026
ADV-W filed at
—
Website
linkedin.com/company/pine-harbor-wealth-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Quinn, David, Christopher
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Quinn, David, Christopher
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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:pineharbor.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002016051
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-04-03
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0002016051-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4008
Soi Zip Pct 200k Plus
0.1748
Soi Zip Returns 200k Plus
3,110
Soi Zip Total AGI
2,197,038
Fdic Zip Total Deposits
27,253,441,000
Fdic Zip Branch Count
425
Fdic Zip Top Banks
Bank of America, National Association
PNC Bank, National Association

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
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
8280 WILLOW OAKS CORPORATE DRIVESUITE 600FAIRFAX, VA 22046
Business
8280 WILLOW OAKS CORPORATE DRIVESUITE 600FAIRFAX, VA 22046
Edgar EIN
843571474
Edgar Recent Filings
13F-HR2026-04-28 · 0002016051-26-000002
13F-HR2026-01-20 · 0002016051-26-000001
Fdic Zip Branches Raw
Columbia First Bank, a Federal Savings BankFairfax, VA
Chevy Chase Bank, F.S.B.Fairfax, VA
Fdic Zip HHI
1025.09
Fdic Zip Top Bank Share Pct
22.64
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI40,720
Returns3,680
Stub 2
AGI101,069
Returns2,730
Stub 3
AGI145,887
Returns2,360
Soi Zip Total Business Income
67,274
Soi Zip Total Cap Gains
76,093
Soi Zip Total Dividends
48,565
Soi Zip Total Returns
17,790
Top Owner CRD
6861645
Trust Company Affiliate
No

People (1)

1
Quinn, David, Christopher
IAR · Direct Owner · 87.5%
6861645