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

Clients

251

Accounts

649

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2023
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
AMBROSI, ROBERTA	I	CHIEF COMPLIANCE OFFICER	NA	Control
BERNSTEIN, DANIEL, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
INGWERSEN, ROGER, HAROLD	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HAROLD	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HAROLD	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HAROLD	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HAROLD	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HAROLD	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HAROLD	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HAROLD	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	D	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, ELLEN	I	MANAGING MEMBER	C	Control
INGWERSEN, ROGER, HENRY	I	MANAGING MEMBER	C	Control
INGWERSEN, TODD, MICHAEL	I	MANAGING MEMBER	C	Control
INGWERSEN, TODD, MICHAEL	I	MANAGING MEMBER	C	Control
INGWERSEN, TODD, MICHAEL	I	MANAGING MEMBER	C	Control
INGWERSEN, TODD, MICHAEL	I	MANAGING MEMBER	C	Control
INGWERSEN, TODD, MICHAEL	I	MANAGING MEMBER	C	Control
INGWERSEN, TODD, MICHAEL	I	MANAGING MEMBER	C	Control
INGWERSEN, TODD, MICHAEL	I	MANAGING MEMBER	C	Control
INGWERSEN, TODD, MICHAEL	I	MANAGING MEMBER	C	Control
INGWERSEN, TODD, MICHAEL	I	MANAGING MEMBER	C	Control
INGWERSEN, LAURIE, E	I	MANAGING MEMBER	B	Control
INGWERSEN, LAURIE, E	I	MANAGING MEMBER	B	Control
INGWERSEN, LAURIE, E	I	MANAGING MEMBER	B	Control
INGWERSEN, LAURIE, E	I	MANAGING MEMBER	B	Control
INGWERSEN, LAURIE, E	I	MANAGING MEMBER	B	Control
INGWERSEN, LAURIE, E	I	MANAGING MEMBER	B	Control
INGWERSEN, LAURIE, E	I	MANAGING MEMBER	B	Control
INGWERSEN, LAURIE, E	I	MANAGING MEMBER	B	Control

Registrations

Federal

Mar 31, 2023 REGISTERED

Notice Filings (12)

AZ CA CT FL MA ME MI NC NH NY RI TX

Address

800 SOUTH STREET
SUITE 350
WALTHAM, MA 02453
United States

Phone: (781) 996-3300