Financial Harvest Wealth Advisors
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 148271
- Registered since
- January 2, 2018
- Website
- financialharvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.45%
- Individuals12.55%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Harvest Wealth Advisors is an independent, owner-operated RIA structured as an LLC. The firm is SEC registered (2018) and focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. It acts as a capital allocator and also maintains insurance-brokerage activities. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm is not an active ESG investor and does not present itself as a multi‑state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities32%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$187M in ETFs
5%
$9.9M
95%
$177M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $37.3M | 561,422 | 19.96% |
Location
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 1091 W Morse Blvd
- Time zone
- ET (UTC-5)
- Office locations
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