HARRIS AND HARRIS WEALTH MANAGEMENT GROUP, LLC

HARRIS AND HARRIS WEALTH MANAGEMENT GROUP, LLC is an SEC-registered investment adviser (CRD 149577). Regulatory assets under management: $22.4M.

Registration

• CRD: 149577
• Type: Registered investment adviser
• Phone: (301) 218-0885
• Latest filing: 2026-02-26
• Regulatory AUM: $22.4M
• Discretionary AUM: $1.4M
• Non-discretionary AUM: $21.0M
• Clients: 1
• Accounts: 186

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149577 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search