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Financial Harvest Wealth Advisors

Financial Harvest Wealth Advisors. CRD 148271

Financial Harvest Wealth Advisors logo

CRD: 148271

Financial Harvest Wealth Advisors

Winter Park, FL, 32789
4079370707
financialharvest.com
$557.4M Total AUM
$557.3M Disc. AUM
27.2% 3Y CAGR
9 Employees
320 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Bridge alphaSignal capital +more
Established Date
10-02-2008
Office Locations
1

Office Locations

1091 West Morse Boulevard Suite 200 Winter Park FL

About Financial Harvest Wealth Advisors

Winter Park, FL-based Financial Harvest Wealth Advisors has served families, individuals, and business owners since 2002, pairing disciplined investment consulting with tax mitigation, wealth transfer, asset protection, retirement transitions, and charitable-impact planning. The team coordinates with a vetted network of attorneys, CPAs, and insurance specialists, and offers a dedicated program for athletes. Primary custodian: Charles Schwab.

Team overview

38 AVG AGE
$111.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
8 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
17yrs Firm Age

Insights

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Full visibility includes strategy notes for vector north delta.

Asset Classes

Timber Beacon Element Vector

Client Personas

Foundation Fusion Horizon Delta summit

Custodian

Value oak Vertex vital Timber radial Focus Bridge eagle

Fund Managers

Zenith horizon

Investment Themes

Vector delta Beacon Insight element

Investment Vehicles

Focus Summit vertex

Platform

Focus Foundation glacier

Services

Timber capital Unison matrix Zenith insight Delta pathway Fusion Delta Matrix timber Quantum vital Eagle Vital Matrix quantum Vertex foundation Summit

Technology

Value Element Horizon Vector ember

Owner & Executives

DAVID ALAN WITTER

DAVID ALAN WITTER

Chief Compliance Officer, Managing Member, Wealth Advisor

CRD
#4519401
Ownership
25% but less than 50%
(502) 587-1725
vertex.unison@insightcapital.com
in linkedin.com/in/frontier-value
N

NANCY KATHRYN WITTER

Managing Member

CRD
#4553458
Ownership
25% but less than 50%
(404) 331-5690
vector.eagle@optimacapital.com
in linkedin.com/in/timber-vector
Q

Quantum frontier

Ember wave vital

CRD
#29913
Ownership
5.6%
(322) 214-5712
harbor.optima@ridgecapital.com
in linkedin.com/in/foundation-timber

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Contacts

DANICA NICOLE BOLTON

DANICA NICOLE BOLTON

Wealth Advisor

CRD
#6707164
(373) 334-4687
focus.atlas@elementcapital.com
in linkedin.com/in/unison-harbor
N

NICOLE KRISTINE HALWEG

--

CRD
#4859021
(332) 701-8882
harbor.wave@meridiancapital.com
in linkedin.com/in/zenith-ridge
R

Ridge capital

Beacon frontier timber

CRD
#20761
(504) 757-2594
timber.crest@pathwaycapital.com
in linkedin.com/in/vital-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-15-2022
03-13-2023
02-28-2024
02-24-2025
02-19-2026
Category Assets AVG. Account size
Discretionary $557,294,396 $399,494
Non-Discretionary $108,208 $54,104
Total $557,402,604 $399,000

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Separately Managed Accounts

Total SMA Asset: $557,402,604

$557.4M Total SMA
Public Funds:
14.4%
Equity - Exchange:
21.7%
Cash:
63.9%
Asset class Assets Assets %
Public Funds $715,821,578 14.4%
Equity - Exchange $1,078,703,351 21.7%
Cash $3,176,458,254 63.9%
Total $4,970,983,183 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VERTEX MATRIX BRIDGE ATLAS 3B4BZGR8U FBXS 6.26% $5,672,112
DELTA FUSION PIONEER RIDGE VITAL GKQFG0LNB MIPT 8.37% $19,904,335
LEGACY CAPITAL RADIAL MATRIX PRIME 9TTI9SDO9 BTFD 11.74% $76,801,310
OPTIMA PEAK QUANTUM HORIZON 4Z6C3WJ4P NNE 9.28% $46,773,398
FOUNDATION EMBER ATLAS FUSION 037155FRB NTS 2.81% $67,810,726
INSIGHT ATLAS BRIDGE EMBER PIONEER 1OYPKYS0X LDTZC 5.38% $90,681,922
CAPITAL ZENITH TIMBER ELEMENT EMBER E87F2YDZM ECT 6.81% $40,221,165
BEACON NORTH EAGLE FOCUS SIGNAL 1B12C1LY7 JPYT 2.51% $110,810,075

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