H
Harvest Wealth Design & Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,995,792
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Harvest Wealth Design & Management, LLC is a state-registered investment adviser that offers a range of services including comprehensive financial planning, investment management, investment consulting, and periodic financial reviews for individuals, trusts, estates, charitable organizations, corporations, and businesses. Although the brochure describes client-facing planning services, the firm’s disclosures show it manages discretionary assets (approximately $3.43 million) and operates in a manager capacity that can include pooled or third‑party managed arrangements.
The firm documents client objectives in written investment policy statements and provides ongoing monitoring and semi‑annual updates, while using fundamental analysis and a mix of strategies that may include long‑term and short‑term equity holdings, options, margin, and periodic rebalancing. HWDM also recommends and oversees third‑party managed account programs (working with unaffiliated sub‑advisors and platforms) and offers implementation‑oriented investment consulting separate from comprehensive financial planning.
Several features in the brochure are atypical for peer investment managers: the firm’s principal maintains an active law practice and an affiliated law firm, and the adviser also has an ownership interest in an insurance agency and is a licensed insurance producer, creating disclosed potential conflicts of interest. The firm additionally provides complimentary newsletters and educational seminars/workshops, offers hourly and project planning engagements, and periodically selects or refers clients to other advisers with disclosed fee arrangements — all practices that are less common among firms in this category.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Tax strategies for small businesses
Business exit / sale strategy
General estate planning guidance
Occupation focus
Founder/Business Owner
Attorney
Fee options
Fixed fees for individual financial plan projects generally $1,500 to $5,000; Financial Review $500 to $750
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.50% annually
$150 to $250 per hour for financial planning consulting and implementation work
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $750 on Investment Management and Investment Consulting engagements ($3,000 annually) Fee-only: Financial planning fees range from $1,500 to $5,000 depending on complexity; hourly consulting rates $150 to $250 per hour; Financial Review fee $500 to $750
Main office location
Harvest Wealth Design & Management, LLC
8970 W. Cheyenne Ave, Suite 110
Las Vegas NV 89129, United States
Number of offices
1
Most active in
Harvest Wealth Design & Management, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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
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