Harvested Financial, LLC

Overview

Harvested Financial, LLC is an independent, Connecticut-registered limited liability company that advises individual and family clients as well as small businesses and other institutions. The firm is owner-operated and offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Its advisory services are focused on discretionary portfolio management for both individuals/small businesses and for business or institutional clients. The firm is not positioned as a multi-state or ESG-focused adviser and does not operate as a capital allocator or pension consultant. It also serves in sponsor/GP roles and as a managing member of pooled investment vehicles, indicating the firm can create or oversee private pooled structures in addition to standard advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices