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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, KELLEN, HINDRY | I | MEMBER | NA | |
| WILLIAMS, KELLEN, HINDRY | I | MEMBER | NA | |
| WILLIAMS, KELLEN, HINDRY | I | MEMBER | NA | |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| WITTER, DAVID, ALAN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
| WITTER, NANCY, KATHRYN | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Feb 24, 2025 REGISTERED
Notice Filings (1)
FL
Address
1091 WEST MORSE BOULEVARDSUITE 200
WINTER PARK, FL 32789
United States
Phone: 407-937-0707