Harris Wealth Advisors, LLC

Harris Wealth Advisors, LLC is a registered investment advisor and multi-family office serving high-net-worth families.

Harris Wealth Advisors, LLC

Harris Wealth Advisors, LLC is a registered investment advisor (RIA) that functions as a multi-family office, catering to high-net-worth families. The firm's founding year, location, and principal personnel are not publicly disclosed, limiting detailed assessment of its history and governance. The firm's investment strategy appears to center on traditional wealth management, including portfolio construction, asset allocation, and risk management. As an RIA, it likely offers financial planning, tax strategy, and estate planning services. No publicly disclosed portfolio companies, specific deal activity, or asset-class breakdowns are available. Team size, additional offices, and any adjacent philanthropic or operating vehicles are not documented in public records. The firm has no recent operational events reported in the public domain that could inform its current posture. The regulatory structure as an RIA imposes fiduciary duties on Harris Wealth Advisors, distinguishing it from broker-dealers. However, without publicly available details on its investment philosophy, client base, or distinct service model, the firm maintains a low public profile.

General information

Firm type

Multi Family Office

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

Is Harris Wealth Advisors, LLC a fiduciary?

As a registered investment advisor (RIA), Harris Wealth Advisors, LLC is bound by a fiduciary duty to act in the best interests of its clients. This legal standard requires the firm to disclose conflicts of interest and prioritize client objectives over its own.

What services does Harris Wealth Advisors, LLC offer?

The firm likely provides wealth management, investment advisory, financial planning, tax strategy, and estate planning services, consistent with its classification as an RIA and multi-family office. No specific service breakdown is publicly available.

How is Harris Wealth Advisors, LLC structured?

The firm operates as a limited liability company (LLC) registered as an investment advisor with the Securities and Exchange Commission or state regulators. Its exact ownership, number of professionals, and organizational hierarchy are not disclosed in public records.

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