HARVEST WEALTH DESIGN & MANAGEMENT, LLC

RIASEC Registered

Total AUM

$3.4M

Discretionary

$3.4M

100% of AUM

Avg account

$229K

Accounts

Employees

Advisory reps

Firm details

Headquarters: LAS VEGAS, Nevada
CRD number: 286130
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals58.11%
Corporations / Businesses41.89%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Harvest Wealth Design & Management, LLC is a privately owned limited liability company that operates as a capital allocator and offers a mix of advisory and non-advisory services. The firm combines financial planning and portfolio management for individuals, small businesses, and institutions with additional activities such as selecting third‑party advisers, producing newsletters/periodicals, and running educational seminars and workshops. Outside of investment work, the firm is involved in insurance brokerage and law‑firm services. Fee arrangements include percentage‑of‑AUM billing as well as hourly, fixed, and other fee structures. The firm does not present itself as an active ESG investor and is not designated as a multistate adviser in the available data.