# Harvest Horizon Wealth Strategies

> Harvest Horizon Wealth Strategies is a state-registered investment advisory firm in Amery, WI, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 334859
- Filed as: HARVEST HORIZON WEALTH STRATEGIES
- Legal name: Harvest Horizon Wealth Strategies LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Amery, WI
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334859
- AdvisorCensus page: https://advisorcensus.com/firm/harvest-horizon-wealth-strategies-amery-wi-334859

## Quick answers

**How is Harvest Horizon Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Harvest Horizon Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Harvest Horizon Wealth Strategies located?**
Harvest Horizon Wealth Strategies' principal office is in Amery, WI, according to its Form ADV.

**Is Harvest Horizon Wealth Strategies registered with the SEC or a state?**
Harvest Horizon Wealth Strategies is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334859.

**How much does Harvest Horizon Wealth Strategies manage?**
Harvest Horizon Wealth Strategies reports $8,800,000 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (94% discretionary).

**What types of clients does Harvest Horizon Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (12); state or municipal government entities (including government pension plans) (1).

**Does Harvest Horizon Wealth Strategies 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/334859

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,800,000
- Discretionary: $8,310,000
- Non-discretionary: $490,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $2,550,000 |
| High net worth individuals | 12 | $5,760,000 |
| 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) | 1 | $490,000 |
| 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [harvesthorizonwealth.com](https://harvesthorizonwealth.com)
- [hhwscivicone.com](https://hhwscivicone.com)
- [hhwsenterpriseone.com](https://hhwsenterpriseone.com)
- [open.spotify.com/show/2LTudUqK4T3p4SMxK7Lywb](https://open.spotify.com/show/2LTudUqK4T3p4SMxK7Lywb)
- Facebook @harvesthorizonwealth
- Instagram @j.alvy.z
- YouTube @UCKbFpKlTGBQOa_UDfTUy15Q

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harvest Horizon Wealth Strategies (CRD 334859): Form ADV filing data as of October 2026.