HARVESTER WEALTH, LLC

RIASEC Registered

Total AUM

$54.9M

Discretionary

$54.9M

100% of AUM

Avg account

$1.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 317746
Website: www.harvesterwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI97.62%
Individuals2.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Harvester Wealth, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator, selecting third‑party managers as part of its offering. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients, along with the selection of other advisers. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. Harvester Wealth is not identified as an active ESG investor and does not indicate multi‑state or pension consultant activity.