HARRIS WEALTH MANAGEMENT, LLC

Overview

Harris Wealth Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. It bills clients through a mix of percentage-of-AUM fees as well as hourly and fixed fees. The firm identifies itself as a capital allocator and maintains an affiliation with accounting professionals. Harris Wealth Management does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices