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HARRIS WEALTH MANAGEMENT, LLC
CRD 117184
161 5TH AVENUE S, SUITE 200, TWIN FALLS, ID, 83301, United States
Phone
208.734.3736
Fax
208.733.4737
Registration
— (—)
Source
State registered
Total AUM
$22.5M
Discretionary AUM
$17.1M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $14.8M |
| High net worth individuals | 6 | $7.7M |
All web addresses on file
Official SEC filing: View on IAPD