Harness Wealth

RIASEC RegisteredEst. 2019
Total AUM
Avg account
$0
Accounts
0
Employees
11
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
299795
Registered since
January 30, 2019
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • David Snider

    David Snider

    Founder & CEOCRD 7046619

  • Sarah Alderman

    Sarah Alderman

    President, CEOCRD 4262580

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth