HARRIS WEALTH MANAGEMENT, INC.

HARRIS WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 328415). Regulatory assets under management: $12.0M.

Registration

• CRD: 328415
• Type: Registered investment adviser
• Phone: 801-696-5474
• Latest filing: 2026-03-23
• Regulatory AUM: $12.0M
• Discretionary AUM: $11.3M
• Non-discretionary AUM: $757K
• Clients: 1
• Accounts: 116

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328415 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search