# Harvest Wealth Design & Management, LLC

> Harvest Wealth Design & Management, LLC is a state-registered investment advisory firm in Las Vegas, NV, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 286130
- Filed as: HARVEST WEALTH DESIGN & MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286130
- AdvisorCensus page: https://advisorcensus.com/firm/harvest-wealth-design-and-management-llc-las-vegas-nv-286130

## Quick answers

**How is Harvest Wealth Design & Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harvest Wealth Design & Management, LLC 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 Wealth Design & Management, LLC located?**
Harvest Wealth Design & Management, LLC's principal office is in Las Vegas, NV, according to its Form ADV.

**Is Harvest Wealth Design & Management, LLC registered with the SEC or a state?**
Harvest Wealth Design & Management, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286130.

**How much does Harvest Wealth Design & Management, LLC manage?**
Harvest Wealth Design & Management, LLC reports $3,434,272 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**Does Harvest Wealth Design & Management, 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/286130

## 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: $3,434,272
- Discretionary: $3,434,272
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,995,792 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,438,480 |

### 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: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- 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. Harvest Wealth Design & Management, LLC (CRD 286130): Form ADV filing data as of October 2026.
