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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HARLOW WEALTH MANAGEMENT, INC.

CRD 148315

VANCOUVER, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:75104f91-8f96-362b-267c-760f4cc3c521

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 4
On other graphs: 0
Observed: Dec 8, 2017 to Mar 30, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $419MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $419M
Private client RAUM: $415MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $59.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,670
Individual clients: 553
High net worth clients: 96
Custody, client assets: $72.5M
SEC number: 801-112275
CRD: 148315
Filings on the tape: 33
First filed: Dec 8, 2017
Latest filed: Mar 30, 2026
Organised: Corporation, WA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTOPHER DEAN HARLOW	n/a	VANCOUVER, WA	14	14	n/a	no
DANIEL LEON ERICKSON	Certified Financial Planner	VANCOUVER, WA	12	13	n/a	no
AARON MICHAEL ARGISO	Certified Financial Planner	VANCOUVER, WA	5	11	1	no
ALEX ANTONIO DIAZ	Certified Financial Planner	VANCOUVER, WA	4	13	n/a	no
John Michael Aarhus	n/a	VANCOUVER, WA	3	20	n/a	no
Thomas Snyder	n/a	VANCOUVER, WA	2	12	n/a	no
ANTHONY DOBBERFUHL	n/a	VANCOUVER, WA	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARLOW, CHRISTOPHER, DEAN	VICE PRESIDENT	B	yes	02/2012	Dec 8, 2017	Nov 11, 2024
HARLOW, DANNY, JESS	President	C	yes	09/2008	Dec 8, 2017	Nov 11, 2024
HARLOW, ESTHER, LEE	Secretary	C	yes	09/2008	Dec 8, 2017	Nov 11, 2024
DIMARIA, DONNA, BARBARA	CHIEF COMPLIANCE OFFICER	Na	no	01/2023	Feb 4, 2023	Nov 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HARLOW INSURANCE AGENCY, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$419M	$419M	16	6	0	n/a	n/a
2024	Mar 25, 2025	$375M	$375M	14	7	0	n/a	n/a
2023	Mar 22, 2024	$316M	$316M	14	7	0	n/a	n/a
2022	Mar 24, 2023	$254M	$254M	16	7	0	n/a	n/a
2021	Mar 16, 2022	$302M	$302M	11	7	0	n/a	n/a
2020	Mar 9, 2021	$245M	$245M	10	7	1	n/a	n/a
2019	Mar 20, 2020	$187M	$187M	6	4	1	n/a	n/a
2018	Mar 27, 2019	$135M	$135M	6	4	1	n/a	n/a
2017	Mar 29, 2018	$103M	$103M	6	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$419M	$375M	11.9%	$254M	18.2%	16	14	0	0

Relationships

Registered with (14)

← ANTHONY DOBBERFUHLAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← Thomas SnyderAdvisorregistration: current employment
Sep 12, 2024 to presentfactForm ADV
← John Michael AarhusAdvisorregistration: current employment
Mar 9, 2023 to presentfactForm ADV
← ALEX ANTONIO DIAZAdvisorregistration: current employment
Apr 29, 2022 to presentfactForm ADV
← AARON MICHAEL ARGISOAdvisorregistration: current employment
Jun 2, 2021 to presentfactForm ADV
← DANIEL LEON ERICKSONAdvisorregistration: current employment
Nov 5, 2013 to presentfactForm ADV
← CHRISTOPHER DEAN HARLOWAdvisorregistration: current employment
Apr 24, 2012 to presentfactForm ADV
← ROGER DALE CROSSAdvisorregistration: previous registration
Jul 12, 2012 to Aug 20, 2025factForm ADV
← HILLARY VERONICA CLARKEAdvisorregistration: previous registration
Oct 7, 2021 to Mar 1, 2022factForm ADV
← Zackery BarnettAdvisorregistration: previous registration
Jan 27, 2021 to Apr 12, 2021factForm ADV
← SHERI MARIE SandersAdvisorregistration: previous registration
Nov 30, 2020 to Dec 3, 2020factForm ADV
← TYLER JOSEPH NAGELAdvisorregistration: previous registration
Oct 4, 2013 to Feb 19, 2016factForm ADV
← RANDY EARL GAYAdvisorregistration: previous registration
Sep 24, 2014 to Feb 1, 2016factForm ADV
← MICHAEL PATRICK TOWNSENDAdvisorregistration: previous registration
Aug 19, 2009 to Jul 17, 2012factForm ADV

Owns (1)

← DIMARIA, DONNA, BARBARAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 4, 2023 to Nov 11, 2024factForm ADV

Controls (3)

← HARLOW, ESTHER, LEEOwnerSECRETARY, ownership code C, individual
Dec 8, 2017 to Nov 11, 2024factForm ADV
← HARLOW, CHRISTOPHER, DEANOwnerVICE PRESIDENT, ownership code B, individual
Dec 8, 2017 to Nov 11, 2024factForm ADV
← HARLOW, DANNY, JESSOwnerPRESIDENT, ownership code C, individual
Dec 8, 2017 to Nov 11, 2024factForm ADV

Dated events

Occurred
Aug 20, 2025
Advisor changed firm
Roger Dale Cross left Harlow Wealth Management, Inc. for Geneos Wealth Management, Inc. (registered 2025-07-31)
Form ADVobserved 5 days ago
Occurred
Feb 4, 2023
Control person joined
Barbara Donna Dimaria (Chief Compliance Officer) appeared on Schedule A of Harlow Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 1, 2022
Advisor changed firm
Hillary Veronica Clarke left Harlow Wealth Management, Inc. for Fidelity Personal And Workplace Advisors (registered 2022-04-25)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2017
First Form ADV filing
Harlow Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:75104f91-8f96-362b-267c-760f4cc3c521
First observed: Dec 8, 2017
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HARLOW WEALTH MANAGEMENT, INC.

CRD 148315

VANCOUVER, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:75104f91-8f96-362b-267c-760f4cc3c521

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER DEAN HARLOW

n/a

VANCOUVER, WA

n/a

DANIEL LEON ERICKSON

Certified Financial Planner

VANCOUVER, WA

n/a

AARON MICHAEL ARGISO

Certified Financial Planner

VANCOUVER, WA

ALEX ANTONIO DIAZ

Certified Financial Planner

VANCOUVER, WA

n/a

John Michael Aarhus

n/a

VANCOUVER, WA

n/a

Thomas Snyder

n/a

VANCOUVER, WA

n/a

ANTHONY DOBBERFUHL

n/a

VANCOUVER, WA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARLOW, CHRISTOPHER, DEAN

VICE PRESIDENT

yes

02/2012

Dec 8, 2017

Nov 11, 2024

HARLOW, DANNY, JESS

President

yes

09/2008

Dec 8, 2017

Nov 11, 2024

HARLOW, ESTHER, LEE

Secretary

yes

09/2008

Dec 8, 2017

Nov 11, 2024

DIMARIA, DONNA, BARBARA

CHIEF COMPLIANCE OFFICER

01/2023

Feb 4, 2023

Nov 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HARLOW INSURANCE AGENCY, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$419M

n/a

2024

Mar 25, 2025

$375M

n/a

2023

Mar 22, 2024

$316M

n/a

2022

Mar 24, 2023

$254M

n/a

2021

Mar 16, 2022

$302M

n/a

2020

Mar 9, 2021

$245M

n/a

2019

Mar 20, 2020

$187M

n/a

2018

Mar 27, 2019

$135M

n/a

2017

Mar 29, 2018

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$419M

$375M

11.9%

$254M

18.2%