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, SEC-registered RIA organized as an LLC and operating since 2018. The firm is individually owned and positions itself as a retail-focused wealth manager and capital allocator for individuals and families. Its advisory offering blends financial planning, portfolio management for individuals and small businesses, and the selection/oversight of other advisers. Client billing uses a mix of percentage-of-AUM, hourly charges, and fixed fees, and the firm also operates as an insurance broker. Financial Harvest does not identify as an active ESG investor and is not reported as a multi-state or pension consultant adviser.
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 1DAVID WITTER
Founder and CEOCRD 4519401
Contacts
3 of 5NANCY 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 32Active vs passive
$152M in ETFs
5%
$7.9M
92%
$144M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $31.7M | 507,634 | 20.81% |
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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