Allred Harris Wealth Management.
Allred Harris Wealth Management. is an SEC-registered wealth manager in Dallas, TX with $493.4M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Allred Harris Wealth Management.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297533, SEC 801-113900, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $493.4M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 6
- Clients
- 353
- CRD
- 297533
- Ownership
- ALLRED, JONATHAN, LOGAN; ALLRED, STANLEY, EUGENE
How much AUM does Allred Harris Wealth Management. have?
Allred Harris Wealth Management. reported $493.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Allred Harris Wealth Management.?
Disclosed owners and executives of Allred Harris Wealth Management. include ALLRED, JONATHAN, LOGAN, ALLRED, STANLEY, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.