Harvested Financial, LLC

Overview

Harvested Financial, LLC is a small, owner-operated SEC-registered advisory firm focused on wealth management for individuals, families and small businesses. The firm provides portfolio management for both individual/small business clients and business or institutional clients. Its stated fee arrangements include a percentage-of-AUM option alongside hourly and fixed-fee engagements, allowing for both ongoing portfolio oversight and project-based advice. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments. The firm is also active as a sponsor/GP/managing member of pooled investment vehicles, indicating it can create or run private pooled structures in addition to managing client portfolios. Harvested Financial is not positioned as an ESG-focused adviser and operates with a modest footprint in terms of client scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices