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HARVEST FINANCIAL PARTNERS
HARVEST FINANCIAL PARTNERS, LLC
CRD 146162 · SEC 801-117513
159 LANCASTER AVENUE, SUITE THREE, PAOLI, PA, 19301-1782, United States
Phone
610-240-4740
Fax
610-240-4743
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$148.8M
Discretionary AUM
$146.4M
Team
2 total employees; 2 advisory reps; 12 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $30.1M |
| High net worth individuals | 49 | $109.5M |
States served
AK, CA, DE, MD, NY, PA, FL
All web addresses on file
- HTTP://WWW.HARVESTFP.COM
- HTTPS://TWITTER.COM/JWRIGHT4
- HTTP://WWW.HARVESTFINANCIALPARTNERS.COM
- HTTPS://WWW.LINKEDIN.COM/IN/JIM-WRIGHT-2A4082B
- HTTPS://WWW.LINKEDIN.COM/COMPANY/HARVEST-FINANCIAL-PARTNERS
- HTTPS://TWITTER.COM/JOHNFATTIBENE
- HTTPS://WWW.LINKEDIN.COM/IN/JOHNFATTIBENE
- HTTPS://WWW.FACEBOOK.COM/HARVESTFP
Official SEC filing: View on IAPD