← Tributary

FINANCIAL HARVEST WEALTH ADVISORS

WINTER PARK, FL · CRD 148271 · IAPD ↗ · 407-937-0707

$557.4MRegulatory AUM
5Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — FINANCIAL HARVEST WEALTH ADVISORS crossed $500M in regulatory AUM ($451.0M -> $557.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
March 2025 — FINANCIAL HARVEST WEALTH ADVISORS now reports custody of client assets ($187.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
64
March 2024 — FINANCIAL HARVEST WEALTH ADVISORS reported RAUM up 34% ($276.4M -> $371.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.