# Harris Wealth Management

> Harris Wealth Management is a state-registered investment advisory firm in Ventura, CA, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 169810
- Filed as: HARRIS WEALTH MANAGEMENT
- Legal name: Brian Harris Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ventura, CA
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169810
- AdvisorCensus page: https://advisorcensus.com/firm/harris-wealth-management-ventura-ca-169810

## Quick answers

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

**Where is Harris Wealth Management located?**
Harris Wealth Management's principal office is in Ventura, CA, according to its Form ADV.

**Is Harris Wealth Management registered with the SEC or a state?**
Harris Wealth Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169810.

**How much does Harris Wealth Management manage?**
Harris Wealth Management reports $12,151,905 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

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

**Does Harris Wealth Management 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/169810

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,151,905
- Discretionary: $12,151,905
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $12,151,905 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harris Wealth Management (CRD 169810): Form ADV filing data as of October 2026.