RIA IntelAdvisersNevadaHARVEST WEALTH DESIGN & MANAGEMENT, LLC

HARVEST WEALTH DESIGN & MANAGEMENT, LLC

Advisory

LAS VEGAS, NV

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$229K
across 15 accounts
AUM per adviser
$3M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$3M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNV
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NV

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

WEALTH IN YOURSELF LLC
ZEPHYR COVE, NV
$4M
HAWKEN WEALTH MANAGEMENT LLC
$4M
THE SPINELLI GROUP LLC
$3M
DIANE BOOTH TUNTLAND
LAS VEGAS, NV
$4M
MICHAEL CHARLES KISSNER
$3M
ARTIUMOLOGY LLC
LAS VEGAS, NV
$3M

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