Harness Wealth
Firm details
- Headquarters
- New York, New York
- CRD number
- 299795
- Registered since
- January 30, 2019
- Website
- www.harness.co
- Fee structure
- Other
Firm profile
FINTRXOverview
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
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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