CRD: 334859
Harvest Horizon Wealth Strategies
$8.8M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-10-2025
- Office Locations
- 1
Office Locations
228 Keller AVE N Suite 4 Amery WI
About Harvest Horizon Wealth Strategies
Harvest Horizon Wealth Strategies is a boutique RIA in Amery, Wisconsin serving private and public wealth across the Upper Midwest. The firm delivers goals-based financial planning, portfolio construction, and risk-managed asset allocation with an ETF-heavy implementation. Founder Jose Alvarez, CFP®, MBA is a U.S. Army veteran and is affiliated with networks including NAPFA and XY Planning Network.
Team overview
-- AVG AGE
$8.8M AVG AUM / ADVISOR
$258.8K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Jose Alvarez
Chief Compliance Officer, Financial Advisor
- CRD
- #7388017
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,310,000 | -- |
| Non-Discretionary | $490,000 | -- |
| Total | $8,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing