# Harvey Wealth Management LLC

> Harvey Wealth Management LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 324344
- Filed as: HARVEY WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324344
- AdvisorCensus page: https://advisorcensus.com/firm/harvey-wealth-management-llc-324344

## Quick answers

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

**Is Harvey Wealth Management LLC registered with the SEC or a state?**
Harvey Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324344.

**How much does Harvey Wealth Management LLC manage?**
Harvey Wealth Management LLC reports $6,500,000 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (0% discretionary).

**What types of clients does Harvey Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3).

**Does Harvey Wealth 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/324344

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,500,000
- Discretionary: $0
- Non-discretionary: $6,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $6,500,000 |

### 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
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 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.

### Websites listed on Form ADV (Item 1.I)
- harveywealthmgt.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harvey Wealth Management LLC (CRD 324344): Form ADV filing data as of October 2026.