Harris Wealth Advisors, LLC
RIASEC Registered
Total AUM
$7.2M
Discretionary
$7.2M
100% of AUM
Avg account
$205K
Accounts
35
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170938
- Website
- harriswealthadv.com
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.32%
- Individuals42.68%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harris Wealth Advisors, LLC is an independent registered investment advisor that operates as a limited liability company. The firm focuses on providing personalized financial planning and portfolio management services primarily to individuals and families. With a commitment to client education, they also conduct seminars and workshops to enhance financial literacy. The firm does not actively engage in ESG investing and operates as a single-state advisor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities52%
- Cash & Cash Equivalents31%
- Public Funds/Mutual Funds17%
Contacts
1 of 1Barry Harris
Managing DirectorCRD 1781727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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