Financial Harvest Wealth Advisors
Financial Harvest Wealth Advisors is an SEC-registered wealth manager in Winter Park, FL with $557.4M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Financial Harvest Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148271, SEC 801-112271, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $557.4M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Winter Park, FL
- Employees
- 9
- Clients
- 320
- CRD
- 148271
- Ownership
- WITTER, NANCY, KATHRYN; WITTER, DAVID, ALAN; WILLIAMS, KELLEN, HINDRY
How much AUM does Financial Harvest Wealth Advisors have?
Financial Harvest Wealth Advisors reported $557.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Financial Harvest Wealth Advisors?
Disclosed owners and executives of Financial Harvest Wealth Advisors include WITTER, NANCY, KATHRYN, WITTER, DAVID, ALAN, WILLIAMS, KELLEN, HINDRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.