Harvest Financial Partners
Harvest Financial Partners is an SEC-registered wealth manager in Paoli, PA with $148.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Harvest Financial Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146162, SEC 801-117513, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $148.8M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Paoli, PA
- Employees
- 2
- Clients
- 147
- CRD
- 146162
- Ownership
- BERNSTEIN, DANIEL, ADAM; FATTIBENE, JOHN, GREGORY; FRIEDLAND, DAVID, ERIC; WRIGHT, JAMES, JOSEPH
How much AUM does Harvest Financial Partners have?
Harvest Financial Partners reported $148.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Harvest Financial Partners?
Disclosed owners and executives of Harvest Financial Partners include BERNSTEIN, DANIEL, ADAM, FATTIBENE, JOHN, GREGORY, FRIEDLAND, DAVID, ERIC, WRIGHT, JAMES, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.