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- Custodian
- Ascensus · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Radial optimaOak +more
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
About Harris Wealth Management, Inc.
Harris Wealth Management, Inc. is a CFP-led RIA focused on business owners and high-net-worth individuals, providing integrated financial planning and investment management. The firm emphasizes tax-aware planning (including compensation, retirement plan design, and succession/exit planning) alongside retirement, insurance, and estate planning, and offers 401(k) plan advisory services for employers. Public filings indicate portfolios are primarily ETF-based.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Christopher Glade Harris
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6685716
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,252,835 | -- |
| Non-Discretionary | $756,849 | -- |
| Total | $12,009,684 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,009,684
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,097,354,090 | 68.3% |
| Public Funds | $973,442,528 | 31.7% |
| Total | $3,070,796,618 | 100.0% |