Harris Wealth Management, LLC

Harris Wealth Management, LLC (CRD# 117184) is a financial advisory firm headquartered in Twin Falls, ID. They manage $24,354,786 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
161 5th Avenue S, Suite 200, Twin Falls, ID 83301
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $259,093
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
  • Pension consulting services
  • 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.

ID

Financial Advisors at Harris Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lisa Donnelley, financial advisor Twin Falls ID
Lisa L. Donnelley
CRD#: 4472808
161 5th Avenue S, Suite 200, Twin Falls, ID 83301

Lisa Donnelley (CRD# 4472808) is an Investment Advisor Representative working at Harris Wealth Management, LLC in Twin Falls, ID and has 1 year of experience in the finance industry.

2
Robert Shappee, financial advisor Meridian ID
Robert M. Shappee
CRD#: 2924534
1120 S. Rackham Way, Suite 100, Meridian, ID 83642

Robert Shappee (CRD# 2924534) is an Investment Advisor Representative working at Harris Wealth Management, LLC in Meridian, ID and has over 26 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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