$12.2M Total AUM
$12.2M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- North
- Established Date
- 06-19-2014
- Office Locations
- 1
Office Locations
-- Ventura CA
About Harris Wealth Management
Harris Wealth Management is a Ventura, CA boutique wealth manager led by Brian Richard Harris. The firm provides financial planning, portfolio construction, and ongoing investment management, with insurance and charitable-giving guidance. Investment approach emphasizes asset allocation using index-oriented vehicles and socially responsible options; reported SMA implementation is ETF-centric.
Team overview
46 AVG AGE
$12.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Foundation Signal
Client Personas
Momentum glacier
Custodian
Ridge
Investment Themes
Capital bridge Harbor Pioneer optima Glacier north
Investment Vehicles
Momentum
Services
Radial Zenith matrix Delta beacon Catalyst pioneer Matrix
Technology
Signal north
Owner & Executives
BRIAN RICHARD HARRIS
Broker, Chief Executive Officer, President
- CRD
- #4175422
- Ownership
- 75% or more
(575) 733-5536
bridge.north@ridgecapital.com
in linkedin.com/in/harbor-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,151,905 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,151,905 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,151,905
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,507,577,442 | 100.0% |
| Total | $3,507,577,442 | 100.0% |