HARVESTED FINANCIAL, LLC

HARVESTED FINANCIAL, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 309199). Regulatory assets under management: $4.3M.

Registration

• CRD: 309199
• SEC file number: 801-119107
• Type: Registered investment adviser
• Location: 200 W MADISON ST., SUITE 2100, CHICAGO, IL, 60606
• Phone: 6176949379
• Latest filing: 2026-03-04
• Regulatory AUM: $4.3M
• Discretionary AUM: $4.3M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309199 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search