Harsh Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 333516
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Harsh Wealth Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee schedule combines an asset‑based fee and hourly billing. The adviser does not identify as an active ESG investor, is not a multi‑state adviser, and does not operate as a capital allocator to outside managers.
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 Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Gavin Harsh
Chief Compliance Officer, Investment Advisor RepresentativeCRD 7996844
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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