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HARVEST HORIZON WEALTH STRATEGIES
HARVEST HORIZON WEALTH STRATEGIES LLC
CRD 334859
228 KELLER AVE N, SUITE 4, AMERY, WI, 54001, United States
Phone
715-227-5207
Fax
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Registration
— (—)
Source
State registered
Total AUM
$8.8M
Discretionary AUM
$8.3M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; MONTHLY FEE - NOT NEWSLETTER OR PERIODICAL BASED
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $2.5M |
| High net worth individuals | 12 | $5.8M |
| State/municipal entities | 1 | $490K |
All web addresses on file
- https://www.instagram.com/j.alvy.z/
- https://www.harvesthorizonwealth.com/
- https://open.spotify.com/show/2LTudUqK4T3p4SMxK7Lywb?si=A4t87pAPQzieTgxE6itYRg
- https://www.youtube.com/channel/UCKbFpKlTGBQOa_UDfTUy15Q
- https://www.hhwscivicone.com
- https://www.hhwsenterpriseone.com
- https://www.facebook.com/harvesthorizonwealth/
Official SEC filing: View on IAPD