$7.2M Total AUM
$7.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
12 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Wave harbor
- Established Date
- 04-21-2014
- Office Locations
- 1
Office Locations
-- Austin TX
About Harris Wealth Advisors, LLC
Harris Wealth Advisors, LLC is a Austin-based RIA. The firm has been operating for 12 years. Managing $7.2M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
66 AVG AGE
$7.2M AVG AUM / ADVISOR
$341.4K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Peak wave
Investment Themes
Crest ridge
Investment Vehicles
Glacier momentum
Services
Ember Wave Glacier Ridge horizon Matrix Ridge alpha
Technology
Optima
Owner & Executives
B
BARRY LEE HARRIS
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1781727
- Ownership
- 75% or more
(699) 883-6995
capital.harbor@catalystcapital.com
in linkedin.com/in/glacier-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,168,600 | -- |
| Non-Discretionary | $0 | $810,000 |
| Total | $7,168,600 | $810,000 |
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Separately Managed Accounts
Total SMA Asset: $7,168,600
Equity - Exchange:
29.7% Cash:
48.4% Public Funds:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $557,621,149 | 29.7% |
| Cash | $908,715,947 | 48.4% |
| Public Funds | $411,175,191 | 21.9% |
| Total | $1,877,512,287 | 100.0% |