# Financial Harvest Wealth Advisors

Financial Harvest Wealth Advisors is an Asset Manager based in Winter Park, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Winter Park, United States
- **Region:** North America
- **Address:** Winter Park, FL, United States
- **Founded:** 2002
- **Assets under management:** $600M
- **Website:** financialharvest.com
- **LinkedIn:** https://www.linkedin.com/company/593759

## Regulatory record

- **CRD number:** 148271
- **SEC file number:** 801-112271
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148271

## About

Financial Harvest Wealth Advisors is an SEC-registered investment adviser in Winter Park, FL, registered since 2018. The firm manages $557 million in regulatory assets under management on a discretionary basis. It has 9 employees and 5 investment advisers.

## Questions

### Who makes investment decisions at the firm?

The firm's investment decisions are led by its advisory principals from its Winter Park, Florida office. Operationally, the firm constructs client portfolios using publicly traded securities recommended under a fiduciary standard. Specific named decision-makers are not widely cited in public record beyond local regulatory filings.

### What investment strategies does Financial Harvest Wealth Advisors employ?

The firm employs goal-based financial planning and asset allocation using mutual funds, ETFs, and individual securities. Strategies center on retirement income planning, tax-efficient portfolio management, and risk-aligned investing for individual clients. The firm does not deploy capital into venture, private equity, hedge funds, or real asset joint ventures in any publicly known capacity.

### Is Financial Harvest Wealth Advisors a fiduciary?

Yes, as an RIA, Financial Harvest Wealth Advisors operates under a fiduciary duty, meaning it is legally required to place client interests before its own when making investment recommendations. This contrasts with broker-dealer models that are held to a less stringent suitability standard.

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Last updated: 2026-07-09T00:56:39.268Z

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