Harris Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,942,333
Clients
108
Advisors
1
of 1 employees
About
Harris Wealth Management serves individuals, high net worth clients, trusts and estates, and pension and profit‑sharing plans and participants. The firm provides discretionary portfolio management and pension consulting services, developing investment policy statements and model allocations tailored to client goals and risk tolerances.
The adviser builds portfolios using fundamental analysis, model allocations and Modern Portfolio Theory, typically investing in equities, fixed income, ETFs and mutual funds and employing both long‑ and short‑term trading as appropriate. Accounts are managed on a discretionary basis with quarterly reviews and custodial reporting through Charles Schwab, while the firm recommends Vanguard and related recordkeeping services for pension plan accounts.
Compared with many peers, the firm provides formal pension consulting and acts as a 3(38) fiduciary for certain Vanguard retirement plans, assisting plan sponsors with model allocations and participant guidance — a service that is relatively uncommon among similar independent advisers. The firm’s principal also maintains an affiliated insurance agency and is a licensed insurance agent (insurance compensation is disclosed), and the adviser may include non‑public alternatives such as business development companies in client portfolios with specialized custody or administrative arrangements for those investments.
Client services
Occupation focus
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $4,000,000: 0.90% annually $4,000,001 - $5,500,000: 0.80% annually $5,500,001+: 0.65% annually
$200 per hour
Main office
Sandy UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Harris Investment Management, Inc · Harris Wealth Management · Harris Wealth Management, Inc. · Tbd
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.
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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Quick links
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