HARRIS WEALTH MANAGEMENT, LLC

HARRIS WEALTH MANAGEMENT, LLC of TWIN FALLS, ID is an SEC-registered investment adviser (CRD 117184). Regulatory assets under management: $22.5M.

Registration

• CRD: 117184
• Type: Registered investment adviser
• Location: 161 5TH AVENUE S, TWIN FALLS, ID, 83301
• Phone: 208.734.3736
• Latest filing: 2026-04-30
• Regulatory AUM: $22.5M
• Discretionary AUM: $17.1M
• Non-discretionary AUM: $5.3M
• Clients: 3
• Accounts: 103

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117184 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search