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HARVESTER WEALTH, LLC
CRD 317746
6301 GASTON AVENUE, SUITE 1417, DALLAS, TX, 75214, United States
Phone
(214) 210-5860
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.9M
Discretionary AUM
$54.9M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.3M |
| High net worth individuals | 38 | $53.6M |
All web addresses on file
Official SEC filing: View on IAPD