Howard Wealth Management, LLC
Howard Wealth Management, LLC is a registered investment adviser headquartered in Madison, Connecticut. The firm primarily serves high net worth individuals and some other individuals, offering discretionary asset management services. As of mid-2025, the firm manages $356.2 million in assets, with a team of 2 employees. Howard Wealth Management is licensed with the SEC and was founded in 2011.
Investment Strategy
Howard Wealth Management provides discretionary investment management services focused on public equities and diversified, long-term portfolio strategies. The firm’s holdings show significant allocations to major index ETFs and blue-chip U.S. stocks, suggesting a strategic emphasis on broad market exposure, persistent growth names, and some tactical manager selection for high net worth clients. Portfolio management is tailored to client needs, aiming to balance growth, risk management, and tax efficiency.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 8.13% | $16.1M | 36,702 | $209.54 | $438.40 | +$2.5M |
V VYM | VANGUARD WHITEHALL FDS | 7.13% | $14.1M | 105,789 | $90.18 | $133.31 | +$638.5K |
V VB | VANGUARD INDEX FDS | 3.87% | $7.7M | 32,288 | $173.34 | $236.98 | +$499.3K |
A AAPL | APPLE INC | 3.62% | $7.2M | 34,935 | $110.67 | $205.17 | -$662.4K |
J JPST | J P MORGAN EXCHANGE TRADED F | 2.94% | $5.8M | 114,660 | $50.65 | $50.68 | +$2.8M |