RIA · CRD 297533SEC-Registered

Updated:

ALLRED HARRIS WEALTH MANAGEMENT

Allred Harris Wealth Management is an SEC-registered investment adviser in Dallas, TX, registered since 2018. The firm manages $493 million in assets, with...

ALLRED HARRIS WEALTH MANAGEMENT

Allred Harris Wealth Management is an SEC-registered investment adviser in Dallas, TX, registered since 2018. The firm manages $493 million in assets, with $491 million on a discretionary basis. It has 6 employees and 4 investment advisers.

General information

Firm type

RIA

Sector focus

Wealth Management

Frequently asked questions

Who is the CEO or founder of ALLRED HARRIS WEALTH MANAGEMENT?

The firm's leadership and founding team are not identified in public sources, SEC filings, or professional directories. The absence of a website or LinkedIn presence further limits verification.

What is its AUM or total assets under management?

The firm does not publicly disclose AUM. No regulatory ADV filing or marketing material with assets managed has been located. The AUM band is classified as Undisclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles