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FINANCIAL HARVEST WEALTH ADVISORS

FINANCIAL HARVEST, LLC

CRD 148271 · SEC 801-112271

Visit website

1091 WEST MORSE BOULEVARD, SUITE 200, WINTER PARK, FL, 32789, United States

Phone

407-937-0707

Fax

407-937-0706

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$557.4M

Discretionary AUM

$557.3M

Team

9 total employees; 5 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals151$70.0M
High net worth individuals169$487.4M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD