Harper Wealth Management LLC
Firm details
- Headquarters
- Gilbert, Arizona
- CRD number
- 339306
- Website
- www.harperwm.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Harper Wealth Management LLC is an Arizona-registered, individually owned limited liability company that provides advisory services to individuals and small businesses. Its stated advisory activities include financial planning, portfolio management for individuals/small businesses, and the selection of other advisers. The firm is identified as a capital allocator and does not market itself as an active ESG investor. Fee arrangements include a percentage-of-AUM component as well as fixed fees.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1James Harper
Financial AdvisorCRD 4344973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Gilbert, AZ
Maricopa
Location
Gilbert, AZ
Headquartered in Gilbert, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 1760 E Pecos Rd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Smartt Wealth Solutions, LLC
RIAGilbert, AZ
West Coast Capital Management, LLC
RIAGilbert, AZ
Wealth Guardian Advisory, Pllc
RIAGilbert, AZ
Seros Wealth Partners
RIAGilbert, AZ
Firstline Financial LLC
RIAGilbert, AZ
W Wealth Advisors
RIAGilbert, AZ