Harvest Investment Advisors, LLC
Harvest Investment Advisors, LLC is an SEC-registered wealth manager with $200.3M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Harvest Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136693, SEC 801-121340, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $200.3M (2026-03-16)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 125
- CRD
- 136693
- Ownership
- ROBERTS, KRISTIN, SCHRIEBER; ROBERTS, MILLARD, DAVID
How much AUM does Harvest Investment Advisors, LLC have?
Harvest Investment Advisors, LLC reported $200.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Harvest Investment Advisors, LLC?
Disclosed owners and executives of Harvest Investment Advisors, LLC include ROBERTS, KRISTIN, SCHRIEBER, ROBERTS, MILLARD, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.