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  1. Companies/
  2. Harman Wealth Management, L.L.C.

Filings through Oct 24, 2026.

Harman Wealth Management, L.L.C.

EIN 45-1078443-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Health & Benefits
0
Participants
12
1725 HUGHES LANDING BLVD STE 1250 - THE WOODLANDS, TX 77380281-719-8601harmanwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.9M - 12 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HARMAN WEALTH MANAGEMENT RETIREMENT TRUST

401(k)

Assets$1.9M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HARMAN WEALTH MANAGEMENT RETIREMENT TRUST401(k)$1.9M122025
  • HARMAN WEALTH MANAGEMENT RETIREMENT TRUST$1.9M
    #001 · 401(k) · 202512
Retirement plans
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