HARVEY WEALTH MANAGEMENT LLC

HARVEY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 324344). Regulatory assets under management: $6.5M.

Registration

• CRD: 324344
• SEC file number: 801-127134
• Type: Registered investment adviser
• Phone: 408-489-9969
• Latest filing: 2026-06-03
• Regulatory AUM: $6.5M
• Non-discretionary AUM: $6.5M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Commissions.

Clients served: Individuals, 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 324344 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search