Financial Harvest Wealth Advisors
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 148271
- Registered since
- January 2, 2018
- Website
- financialharvest.com
- 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
FINTRXOverview
Financial Harvest Wealth Advisors is an independent, owner-operated registered investment adviser organized as an LLC and operating primarily for individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and serves as a selector of third‑party advisers. It also conducts insurance brokerage alongside its advisory work. The firm charges fees based on a percentage of assets under management, while also offering hourly and fixed-fee engagements. FINTRX flags the firm as a capital allocator, and the adviser does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities32%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
David Witter
Founder and CEOCRD 4519401
Contacts
3 of 5
Nancy Witter
PRINCIPAL & WEALTH ADVISORCRD 4553458
Nicole Halweg
Portfolio TraderCRD 4859021
Kellen Williams
Principal and Wealth AdvisorCRD 6626126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$218M in ETFs
4%
$9.4M
93%
$209M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL ULTRASHORT FIXED INCOME ETF (DUSB) | Dimensional | Active | Ultrashort Bond | $42.2M | 831,400 | 19.34% |
Location
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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