Financial Harvest Wealth Advisors

Financial Harvest Wealth Advisors (CRD# 148271) is a financial advisory firm headquartered in Winter Park, FL. They manage $371,560,284 in 1,129 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1091 West Morse Boulevard, Suite 200, Winter Park, FL 32789
https://www.facebook.com/financialharvest/
By the Numbers
  • Total Assets Under Management
    372
    MILLION
  • Total Number of Accounts
    1,129
    ACCOUNTS
  • Average Account Value
    $329,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Financial Harvest Wealth Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Lauren Abramowitz, financial advisor Winter Park FL
Lauren M. Abramowitz
CRD#: 5855622
1091 West Morse Boulevard, Suite 200, Winter Park, FL 32789

Lauren Abramowitz (CRD# 5855622) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has over 13 years of experience in the finance industry.

2
Kellen Williams, financial advisor Winter Park FL
Kellen H. Williams
CRD#: 6626126
1091 West Morse Boulevard, Suite 200, Winter Park, FL 32789

Kellen Williams (CRD# 6626126) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has over 7 years of experience in the finance industry.

3
David Witter, financial advisor Winter Park FL
David A. Witter
CRD#: 4519401
1091 West Morse Boulevard, Suite 200, Winter Park, FL 32789

David Witter (CRD# 4519401) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has over 21 years of experience in the finance industry.

4
Nancy Witter, financial advisor Winter Park FL
Nancy K. Witter
CRD#: 4553458
1091 West Morse Boulevard, Suite 200, Winter Park, FL 32789

Nancy Witter (CRD# 4553458) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has over 21 years of experience in the finance industry.

5
Danica Bolton, financial advisor Winter Park FL
Danica N. Bolton
CRD#: 6707164
1091 West Morse Boulevard, Suite 200, Winter Park, FL 32789

Danica Bolton (CRD# 6707164) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has over 7 years of experience in the finance industry.

6
Alexander Swanson, financial advisor Winter Park FL
Alexander P. Swanson
CRD#: 7586120
1091 West Morse Boulevard, Suite 200, Winter Park, FL 32789

Alexander Swanson (CRD# 7586120) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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