Harness Wealth
Firm details
- Headquarters
- New York, New York
- CRD number
- 299795
- Registered since
- January 30, 2019
- Website
- www.harnesswealth.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Harness Wealth is organized as a limited liability company and is SEC-registered, with an adviser registration dating to 2019. The firm is owned by a domestic entity and/or an individual and is classified in the dataset as "Unclassified." It does not identify itself as a capital allocator, is not designated a multi-state adviser, and is not marked as a newly formed adviser. The firm's fee structure is recorded as "Other" and it is not flagged as an active ESG investor. The firm's profile includes an industry affiliation with accounting professionals, indicating a connection or working relationship with accountants rather than membership in industry trade groups or broker-dealer networks. Public filings and the dataset do not supply a detailed breakdown of advisory or business activities beyond these registry fields.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
David Snider
Founder & CEOCRD 7046619

Sarah Alderman
President, CEOCRD 4262580
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 205 Hudson St
- Time zone
- ET (UTC-5)
- Office locations
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