# Harris Wealth Advisors, LLC

> Harris Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2020.

- CRD: 170938
- Filed as: HARRIS WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 30, 2020
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170938
- AdvisorCensus page: https://advisorcensus.com/firm/harris-wealth-advisors-llc-170938

## Quick answers

**How is Harris Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harris Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Harris Wealth Advisors, LLC registered with the SEC or a state?**
Harris Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 170938.

**How much does Harris Wealth Advisors, LLC manage?**
Harris Wealth Advisors, LLC reports $7,168,600 in regulatory assets under management in its Form ADV filing dated March 30, 2020 (100% discretionary).

**What types of clients does Harris Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (4).

**Does Harris Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170938

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,168,600
- Discretionary: $7,168,600
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $3,059,899 |
| High net worth individuals | 4 | $4,108,701 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harriswealthadv.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harris Wealth Advisors, LLC (CRD 170938): Form ADV filing data as of October 2026.