Harness Wealth

RIASEC Registered
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 operates as an independent registered investment adviser. The firm registered with the SEC in 2019 and is owned by a combination of a domestic entity and an individual. Public filings classify its business model as an independent RIA rather than a broker-dealer or wirehouse-affiliated practice. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. Fee arrangements are listed under a nonstandard category ("Other") rather than the common asset-fee or hourly labels. Harness Wealth also records an industry affiliation with "Accountant," indicating a connection or relationship with accounting professionals in its network or referral sources.

Assets & Accounts

Investments & Alternatives

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