# THE HARVEST GROUP WEALTH MANAGEMENT, LLC

THE HARVEST GROUP WEALTH MANAGEMENT, LLC of WALTHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 283572
- Type: SEC-registered investment adviser
- SEC file number: 801-108343
- Location: 800 SOUTH STREET, SUITE 350, WALTHAM, MA, 02453
- Phone: (781) 996-3300
- Latest filing: 2023-04-26
- Regulatory AUM: $185.8M
- Discretionary AUM: $185.8M
- Clients: 7
- Accounts: 649

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| INGWERSEN LAURIE E | MANAGING MEMBER | — |
| INGWERSEN TODD MICHAEL | MANAGING MEMBER | — |
| INGWERSEN ROGER HAROLD | MANAGING MEMBER | — |
| AMBROSI ROBERTA | CHIEF COMPLIANCE OFFICER | — |
| INGWERSEN LAURIE ELLEN | MANAGING MEMBER | — |
| INGWERSEN ROGER HENRY | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283572/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283572/similar
- Related entities: https://search.stillhousedata.com/firm/283572/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283572

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.