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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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