Harris Wealth Management

Harris Wealth Management (CRD# 169810) is a financial advisory firm headquartered in Ventura, CA. They manage $5,200,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8224 Medford St., Ventura, CA 93004
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $866,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Harris Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Brian Harris, financial advisor Ventura CA
Brian R. Harris
CRD#: 4175422
Ventura, CA

Brian Harris (CRD# 4175422) is an Investment Advisor Representative working at Harris Wealth Management in Ventura, CA and has over 23 years 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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