Updated:Jun 3, 2026

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

What services does ALLRED HARRIS WEALTH MANAGEMENT offer?

The firm provides financial planning, portfolio management, and estate planning services, typical for a registered investment advisor (RIA). These likely include discretionary investment management, retirement planning, and wealth transfer strategies. Specific product or service tiers have not been disclosed.

Is ALLRED HARRIS WEALTH MANAGEMENT a single-family office or multi-family office?

Public records do not specify the firm's structure. The name 'Wealth Management' and SEC registration as an RIA suggests it operates as a multi-client advisory firm, potentially serving multiple families and institutional clients. Without founding principals or ownership data, this classification remains an inference.

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.

Where is ALLRED HARRIS WEALTH MANAGEMENT headquartered?

The firm's headquarters city and address are not publicly available. No office location appears in SEC filings, business registries, or online maps.

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 Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.