Harvey Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 324344
- Registered since
- January 6, 2023
- Website
- www.harveywealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harvey Wealth Management LLC is a small, independent advisory firm registered at the state level in California and organized as an LLC. The firm serves individual and family clients and is owned by an individual principal. Its services mix traditional financial planning with portfolio management for individuals, small businesses and institutional/business clients, and it runs educational seminars and workshops. Fee arrangements include a percentage-of-AUM component as well as commissions. The firm does not identify as an active ESG investor and does not act as a capital allocator.
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 Equities50%
- Cash & Cash Equivalents50%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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