Howard Wealth Management, Llc
- Regulatory AUM
- $397M
- Discretionary
- $397M
- Clients
- 248
- Avg AUM / client
- $1.6M
- Accounts
- 924
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 142 | $52.0M | 13.1% |
| High net worth individuals | 95 | $329M | 82.9% |
| Pension and profit sharing plans | Fewer than 5 | $5.0M | 1.26% |
| Corporations and other businesses | 11 | $11.0M | 2.77% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| South Community Inc. 401(k) Retirement Plan South Community Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett Lee Howard | Managing Member | Aug 2018 (8y) | 50% – 75% | |
| Justin Scott Howard | Managing Member/Chief Compliance Officer | CFP | Aug 2018 (8y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| South Community Inc. 401(k) Retirement Plan | South Community Inc. | 249 | $20.2M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $397M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗