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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-27-2001
- Office Locations
- 2
Office Locations
About Harris Wealth Management, LLC
Harris Wealth Management is an Idaho-based RIA providing comprehensive, team-based financial planning and portfolio management for high-net-worth individuals and families, business owners and entrepreneurs, and corporations and institutions. The firm builds asset-allocation strategies using public funds such as mutual funds and ETFs alongside cash and fixed income, and reports custody with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHERYL MARIE GUIDDY
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
ROBERT MICHAEL SHAPPEE
Chief Operating Officer, Managing Member
- CRD
- #2924534
- Ownership
- 25% but less than 50%
Zenith focus
Capital insight harbor
- CRD
- #22424
- Ownership
- 45.6%
Showing 2 of 4 owners & executives
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LISA LEA WILKINS DONNELLEY
Partner
- CRD
- #4472808
Showing 1 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,144,800 | -- |
| Non-Discretionary | $5,322,997 | -- |
| Total | $22,467,797 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,467,797
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $829,513,222 | 14.0% |
| Cash | $1,356,846,628 | 22.9% |
| U.S. Government/Agency | $1,587,925,311 | 26.8% |
| Municipal Bonds | $2,150,809,283 | 36.3% |
| Total | $5,925,094,444 | 100.0% |