FINANCIAL HARVEST, LLC
Legal name: FINANCIAL HARVEST WEALTH ADVISORS
CRD #148271 SEC #801-112271 WINTER PARK, FL 407-937-0707
SEC Registered
Total AUM
$451M
Discretionary
$450.9M
Employees
8
Clients
10
Accounts
1,230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $451M | $450.9M | $108K | 8 | 0 |
| Feb 2024 | $371.6M | $371.1M | $417.1K | 8 | 0 |
| Mar 2023 | $276.4M | $276.1M | $375.2K | 8 | 0 |
| Mar 2022 | $268.9M | $268.5M | $447.5K | 7 | 0 |
| Mar 2021 | $204.9M | $204.3M | $620.4K | 7 | 0 |
| Feb 2021 | $204.9M | $204.3M | $620.4K | 7 | 0 |
| Jun 2020 | $173.9M | $166.4M | $7.5M | 7 | 0 |
| Jun 2020 | $173.9M | $166.4M | $7.5M | 7 | 0 |
| Mar 2020 | $173.9M | $166.4M | $7.5M | 7 | 0 |
| Feb 2019 | $134.9M | $131.1M | $3.8M | 6 | 0 |
| Mar 2018 | $125.8M | $116M | $9.8M | 5 | 2 |
| Dec 2017 | $121.8M | $104.1M | $17.6M | 5 | 3 |
DateFeb 2025
Total AUM$451M
Discretionary$450.9M
Non-Disc.$108K
Employees8
Clients0
DateFeb 2024
Total AUM$371.6M
Discretionary$371.1M
Non-Disc.$417.1K
Employees8
Clients0
DateMar 2023
Total AUM$276.4M
Discretionary$276.1M
Non-Disc.$375.2K
Employees8
Clients0
DateMar 2022
Total AUM$268.9M
Discretionary$268.5M
Non-Disc.$447.5K
Employees7
Clients0
DateMar 2021
Total AUM$204.9M
Discretionary$204.3M
Non-Disc.$620.4K
Employees7
Clients0
DateFeb 2021
Total AUM$204.9M
Discretionary$204.3M
Non-Disc.$620.4K
Employees7
Clients0
DateJun 2020
Total AUM$173.9M
Discretionary$166.4M
Non-Disc.$7.5M
Employees7
Clients0
DateJun 2020
Total AUM$173.9M
Discretionary$166.4M
Non-Disc.$7.5M
Employees7
Clients0
DateMar 2020
Total AUM$173.9M
Discretionary$166.4M
Non-Disc.$7.5M
Employees7
Clients0
DateFeb 2019
Total AUM$134.9M
Discretionary$131.1M
Non-Disc.$3.8M
Employees6
Clients0
DateMar 2018
Total AUM$125.8M
Discretionary$116M
Non-Disc.$9.8M
Employees5
Clients2
DateDec 2017
Total AUM$121.8M
Discretionary$104.1M
Non-Disc.$17.6M
Employees5
Clients3