RIA Intel›Advisers›Texas›HARVESTER WEALTH, LLC

HARVESTER WEALTH, LLC

Advisory

DALLAS, TX

Data as of May 13, 2026 · Source: SEC Form ADV

Rank in TX

#1,703

of 2,813 advisers by AUM

Average account

$1M

across 43 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

38 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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