Harvest Financial Advisors, LLC
Harvest Financial Advisors, LLC is an SEC-registered wealth manager in West Chester, OH with $671.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Harvest Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145552, SEC 801-68507, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $671.0M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- West Chester, OH
- Employees
- 9
- Clients
- 442
- CRD
- 145552
- Ownership
- HENN, MARC, ERLE; BURGDORF, PAUL, E.
How much AUM does Harvest Financial Advisors, LLC have?
Harvest Financial Advisors, LLC reported $671.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Harvest Financial Advisors, LLC?
Disclosed owners and executives of Harvest Financial Advisors, LLC include HENN, MARC, ERLE, BURGDORF, PAUL, E.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.