# Harvey Wealth Management

Harvey Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 324344
- **SEC file number:** 801-127134
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324344

## About

HARVEY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Real Estate
- Private Credit
- Hospitality
- Retail
- Equine & Bloodstock
- Agriculture

## People

- Gerry Harvey — Principal

## Related profiles

- [Harvester Wealth](https://altss.com/profile/harvester-wealth-llc)
- [Hasten Consulting](https://altss.com/profile/hasten-consulting)

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Last updated: 2026-07-06T01:24:17.946Z

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