HARVESTER WEALTH, LLC

HARVESTER WEALTH, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 317746). Regulatory assets under management: $54.9M.

Registration

• CRD: 317746
• Type: Registered investment adviser
• Location: 6301 GASTON AVENUE, DALLAS, TX, 75214
• Phone: (214) 210-5860
• Latest filing: 2026-05-13
• Regulatory AUM: $54.9M
• Discretionary AUM: $54.9M
• Clients: 3
• Accounts: 43

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 317746 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search