$6.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2023
- Office Locations
- 1
Office Locations
-- Redwood City CA
About Harvey Wealth Management LLC
Harvey Wealth Management is an independent, family-operated RIA in Redwood City, CA serving individuals and families as well as businesses and nonprofits. The firm provides goals-based financial planning, investment management with added due diligence on outside managers, plus estate planning and tax strategy. Custodies primarily at Charles Schwab and centers its work on a personalized “Financial Life Plan” for clients in life transitions.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Capital momentum North prime Catalyst radial Bridge Timber unison Quantum
Client Personas
Delta
Custodian
Wave eagle
Investment Themes
Horizon Timber Quantum vector Beacon harbor
Investment Vehicles
Fusion Timber
Services
Ridge pioneer Signal Frontier zenith Element Horizon atlas Frontier Quantum oak Pathway foundation
Owner & Executives
W
William Harvey
Chief Compliance Officer, Managing Member
- CRD
- #7115299
- Ownership
- 75% or more
(376) 668-8065
vector.signal@optimacapital.com
in linkedin.com/in/eagle-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $457,143 |
| Non-Discretionary | $6,500,000 | -- |
| Total | $6,500,000 | $457,143 |
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Separately Managed Accounts
Total SMA Asset: $6,500,000
Cash:
39.0% Equity - Exchange:
61.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,964,382,842 | 39.0% |
| Equity - Exchange | $4,636,598,804 | 61.0% |
| Total | $7,600,981,646 | 100.0% |