# Harvester Wealth, LLC

> Harvester Wealth, LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 317746
- Filed as: HARVESTER WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317746
- AdvisorCensus page: https://advisorcensus.com/firm/harvester-wealth-llc-dallas-tx-317746

## Quick answers

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

**Where is Harvester Wealth, LLC located?**
Harvester Wealth, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Harvester Wealth, LLC registered with the SEC or a state?**
Harvester Wealth, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317746.

**How much does Harvester Wealth, LLC manage?**
Harvester Wealth, LLC reports $54,914,001 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**What types of clients does Harvester Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (38); individuals (other than high net worth individuals) (5).

**Does Harvester Wealth, 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/317746

## 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: $54,914,001
- Discretionary: $54,914,001
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,309,679 |
| High net worth individuals | 38 | $53,604,322 |

### 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 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)
- harvesterwealth.com
- Facebook facebook.com
- LinkedIn @harvester-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harvester Wealth, LLC (CRD 317746): Form ADV filing data as of October 2026.