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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2022
- Office Locations
- 1
Office Locations
About Harvester Wealth, LLC
Harvester Wealth is an independent Dallas-based wealth management firm providing objective, comprehensive financial and investment planning. The team works with individuals and business owners/entrepreneurs, combining iterative guidance with best-in-class technology and intelligent reporting that clarifies each holding’s role and results. Portfolios are built from a wide range of solutions, with Charles Schwab as a primary custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 43 clients, or 21.5 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on May 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Harvester Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER ANDREW BUCK
Advisor, Chief Compliance Officer, Chief Investment Officer, Co-founder
- CRD
- #1712209
- Ownership
- 50% but less than 75%
ALEX JAMES WINSLOW
Chief Executive Officer, Co-founder
- CRD
- #2346371
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,914,001 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,914,001 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Harvester Wealth, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.