American Harbour Wealth Management, LLC

Overview

American Harbour Wealth Management, LLC is a state registered investment adviser based in Orlando, FL, registered since 2022. It reports $94.7M in assets under management across 200 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$94.7M

Discretionary

100%

Accounts

200

Average account

$473K

Employees

3

Advisory reps

3

Registered since

2022

Jurisdictions

2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Eric James Hoebbel Managing Partner, Chief Compliance Officer CRD 2682248
• Gregory Morris Beardslee Managing Partner CRD 2377734
• Matthew Bernard Haushalter Managing Partner CRD 5752519

Advisory reps 3 of 3

• Gregory Morris Beardslee Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2377734
• Matthew Bernard Haushalter Insurance Agent · Investment Adviser Rep CRD 5752519
• Eric James Hoebbel Insurance Agent · Investment Adviser Rep CRD 2682248

Location

Headquarters

7009 Dr Phillips Blvd Ste 260
Orlando, FL 32819

County

Orange

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions

Every state, with registration dates

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