HARVEST HORIZON WEALTH STRATEGIES

HARVEST HORIZON WEALTH STRATEGIES of AMERY, WI is an SEC-registered investment adviser (CRD 334859). Regulatory assets under management: $8.8M.

Registration

• CRD: 334859
• Type: Registered investment adviser
• Location: 228 KELLER AVE N, AMERY, WI, 54001
• Phone: 715-227-5207
• Latest filing: 2026-03-04
• Regulatory AUM: $8.8M
• Discretionary AUM: $8.3M
• Non-discretionary AUM: $490K
• Clients: 1
• Accounts: 78

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334859 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search