Harris Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves high‑net‑worth individuals, families and related trusts, offering discretionary investment management and financial planning. It manages client accounts through custodial/advisory platforms and provides both customized in‑house portfolios and third‑party model solutions (including Betterment and the Altruist Model Marketplace).
The investment process centers on a written Investment Policy Statement and a broadly diversified, passive‑indexed approach that combines a “static” core equity allocation with a valuation‑driven “flex” allocation, tax‑aware fixed‑income construction, systematic rebalancing and periodic tactical adjustments. The firm emphasizes long‑term, low‑turnover strategies, conducts ongoing monitoring, and reviews client accounts at least quarterly.
A distinctive feature is that the firm’s principal is a licensed California real estate broker and mortgage loan originator and also holds a California life & health insurance license (the brochure notes the insurance license is not actively used); the principal devotes significant time to loan‑originating activities and receives related compensation, which the firm discloses as a potential conflict. The firm is a small, selective solo practice with a limited client base and integrates debt and insurance analysis into its financial planning, with policies and a code of ethics intended to manage conflicts.
Client services
Expertise
Fee options
Account minimum: $100,000 (minimum may be waived) Minimum fee: $1,000 annual minimum fee for In-House management (may be waived); $0 minimum for Outside Manager fees
Main office
Ventura CA
Advisors at this office
1
Most active in
California
Also doing business as
Brian Harris Inc. · Harris Mortgage · Harris Wealth Management · Old Oak Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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