THE HARVEST GROUP WEALTH MANAGEMENT, LLC
Legal name: THE HARVEST GROUP
CRD #283572 SEC #801-108343 WALTHAM, MA (781) 996-3300
SEC Registered
Total AUM
$185.8M
Discretionary
$185.8M
Employees
7
Clients
251
Accounts
649
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $185.8M | $185.8M | $0 | 7 | 5 |
| Mar 2023 | $185.8M | $185.8M | $0 | 7 | 5 |
| Oct 2022 | $244M | $244M | $0 | 7 | 3 |
| Apr 2022 | $244M | $244M | $0 | 7 | 3 |
| Mar 2022 | $244M | $244M | $0 | 7 | 3 |
| Sep 2021 | $217.6M | $186M | $31.6M | 6 | 4 |
| Apr 2021 | $217.6M | $186M | $31.6M | 6 | 4 |
| Mar 2021 | $217.6M | $186M | $31.6M | 6 | 4 |
| Jun 2020 | $146.6M | $146.6M | $0 | 7 | 0 |
| Jun 2020 | $146.6M | $146.6M | $0 | 7 | 0 |
| Jun 2020 | $146.6M | $146.6M | $0 | 7 | 0 |
| May 2020 | $146.6M | $146.6M | $0 | 7 | 0 |
| Mar 2020 | $146.6M | $146.6M | $0 | 7 | 0 |
| Nov 2019 | $332.9M | $264.5M | $68.3M | 11 | 0 |
| Jun 2019 | $332.9M | $264.5M | $68.3M | 11 | 0 |
| Mar 2019 | $332.9M | $264.5M | $68.3M | 11 | 0 |
| Dec 2018 | $323.4M | $298.8M | $24.6M | 11 | 0 |
| Mar 2018 | $323.4M | $298.8M | $24.6M | 11 | 0 |
| Oct 2017 | $246.3M | $208.5M | $37.8M | 6 | 0 |
| Sep 2017 | $216.7M | $193.9M | $22.7M | 6 | 400 |
| Mar 2017 | $216.7M | $193.9M | $22.7M | 6 | 400 |
| Jan 2017 | $170.5M | $170.5M | $0 | 4 | 0 |
| Sep 2016 | $0 | $0 | $0 | 4 | 0 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
DateApr 2023
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees7
Clients5
DateMar 2023
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees7
Clients5
DateOct 2022
Total AUM$244M
Discretionary$244M
Non-Disc.$0
Employees7
Clients3
DateApr 2022
Total AUM$244M
Discretionary$244M
Non-Disc.$0
Employees7
Clients3
DateMar 2022
Total AUM$244M
Discretionary$244M
Non-Disc.$0
Employees7
Clients3
DateSep 2021
Total AUM$217.6M
Discretionary$186M
Non-Disc.$31.6M
Employees6
Clients4
DateApr 2021
Total AUM$217.6M
Discretionary$186M
Non-Disc.$31.6M
Employees6
Clients4
DateMar 2021
Total AUM$217.6M
Discretionary$186M
Non-Disc.$31.6M
Employees6
Clients4
DateJun 2020
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$332.9M
Discretionary$264.5M
Non-Disc.$68.3M
Employees11
Clients0
DateJun 2019
Total AUM$332.9M
Discretionary$264.5M
Non-Disc.$68.3M
Employees11
Clients0
DateMar 2019
Total AUM$332.9M
Discretionary$264.5M
Non-Disc.$68.3M
Employees11
Clients0
DateDec 2018
Total AUM$323.4M
Discretionary$298.8M
Non-Disc.$24.6M
Employees11
Clients0
DateMar 2018
Total AUM$323.4M
Discretionary$298.8M
Non-Disc.$24.6M
Employees11
Clients0
DateOct 2017
Total AUM$246.3M
Discretionary$208.5M
Non-Disc.$37.8M
Employees6
Clients0
DateSep 2017
Total AUM$216.7M
Discretionary$193.9M
Non-Disc.$22.7M
Employees6
Clients400
DateMar 2017
Total AUM$216.7M
Discretionary$193.9M
Non-Disc.$22.7M
Employees6
Clients400
DateJan 2017
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0