Financial Harvest Wealth Advisors

RIASEC Registered
Total AUM
$557M
Discretionary
$557M
100% of AUM
Avg account
$399K
Accounts
1,397
Employees
9
Advisory reps
7

Firm details

Headquarters
Winter Park, Florida
CRD number
148271
Registered since
January 2, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI87.45%
  • Individuals12.55%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Financial Harvest Wealth Advisors is an independent, owner-operated RIA structured as an LLC. The firm is SEC registered (2018) and focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. It acts as a capital allocator and also maintains insurance-brokerage activities. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm is not an active ESG investor and does not present itself as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 32%, Cash & Cash Equivalents 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$187M in ETFs

Passive

5%

$9.9M

Active

95%

$177M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US TARGETED VALUE ETF (DFAT)DimensionalActiveSmall Value$37.3M561,42219.96%

Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
1091 W Morse Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth