RIA IntelAdvisersMarylandHARRIS AND HARRIS WEALTH MANAGEMENT GROUP, LLC

HARRIS AND HARRIS WEALTH MANAGEMENT GROUP, LLC

Advisory

MD

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account
$120K
across 186 accounts
AUM per adviser
$22M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$22M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$22M
Discretionary AUM$1M
Non-Discretionary AUM$21M
Discretionary %6.2%
Total Clients109
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InDC, MD, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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-43.2% 1Y

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