← Tributary

HARNESS WEALTH

NEW YORK, NY · CRD 299795 · IAPD ↗ · harnesswealth.com · (646) 586-5427

$0Regulatory AUM
1Advisory reps
11Employees
127Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

32
April 2025 — HARNESS WEALTH notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
February 2025 — HARNESS WEALTH notice-filed in CA, IL, MA, NH, NJ, PA, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — HARNESS WEALTH shrank from 5 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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