Harris Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 328415
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals91.11%
- Pension & Profit Sharing Plans8.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Harris Wealth Management, Inc. is an independent, privately owned registered investment adviser organized as a corporation and registered in Utah. The firm serves both individual and family clients and institutional mandates, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and the publication of periodicals or newsletters. Its fee model combines a percentage-of-assets-under-management approach with hourly billing for certain services. The firm is affiliated with an insurance company and is not positioned as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities95%
- Public Funds/Mutual Funds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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