FINANCIAL HARVEST, LLC

FINANCIAL HARVEST WEALTH ADVISORS
WINTER PARK, Florida·3 registered advisors·CRD# 148271
SEC# 801-1122710407-937-0707
01

Firm Overview

AUM
$372M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL HARVEST, LLC

3 registered advisors
David Alan Witter
WINTER PARK, Florida
CFP
Kellen Hindry Williams
WINTER PARK, Florida
Nancy Kathryn Witter
WINTER PARK, Florida
05

Office Locations

WINTER PARK, Florida
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. FINANCIAL HARVEST, LLC (CRD# 148271) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.