HARRIS WEALTH MANAGEMENT

HARRIS WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 169810). Regulatory assets under management: $12.2M.

Registration

• CRD: 169810
• Type: Registered investment adviser
• Phone: 805-827-4612
• Latest filing: 2026-05-18
• Regulatory AUM: $12.2M
• Discretionary AUM: $12.2M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169810 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search