A complete list of active advisors currently associated with Harvest Wealth Design & Management, LLC
Warmer can help you find a great advisor at Harvest Wealth Design & Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Harvest Wealth Design & Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Las Vegas, NV
| 9
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)