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Multi-Family OfficeRIA · CRD 170938SEC-Registered

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Harris Wealth Advisors, LLC

Harris Wealth Advisors, LLC is an SEC-registered investment adviser with approximately $7 million in regulatory assets under management. The firm has 1...

Overview

Harris Wealth Advisors, LLC is an SEC-registered investment adviser with approximately $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Multi Family Office

Frequently asked questions

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.

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.

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