Harvey Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 324344
- Registered since
- January 6, 2023
- Website
- www.harveywealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harvey Wealth Management LLC is an independent, individually owned registered investment adviser that completed SEC registration in 2023. The firm serves individual and family clients and operates with a mix of percentage-of-AUM fees and commission-based charges. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars and workshops. The firm does not identify as an active ESG investor, does not function as a capital allocator, and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities50%
- Cash & Cash Equivalents50%
Owners & executives
1 of 1
William Harvey
Managing Member And Chief Compliance OfficerCRD 7115299
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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