# Harris Wealth Management, Inc.

> Harris Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 328415
- Filed as: HARRIS WEALTH MANAGEMENT, INC.
- Legal name: Harris Investment Management, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Utah
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328415
- AdvisorCensus page: https://advisorcensus.com/firm/harris-wealth-management-inc-328415

## Quick answers

**How is Harris Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Harris Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Harris Wealth Management, Inc. registered with the SEC or a state?**
Harris Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328415.

**How much does Harris Wealth Management, Inc. manage?**
Harris Wealth Management, Inc. reports $12,009,684 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (94% discretionary).

**What types of clients does Harris Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Harris Wealth Management, Inc. 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/328415

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $12,009,684
- Discretionary: $11,252,835
- Non-discretionary: $756,849

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $10,942,333 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,067,351 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [harriswealthmgmt.com](https://harriswealthmgmt.com)
- LinkedIn @harris-wealth-management-inc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harris Wealth Management, Inc. (CRD 328415): Form ADV filing data as of October 2026.