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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FINANCIAL HARVEST WEALTH ADVISORS

FINANCIAL HARVEST, LLC, CRD 148271

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7d2b9160-a265-0540-70df-74e7358d3183

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Dec 8, 2017 to Feb 19, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $557MItem 5.F on the latest filing (2026-02-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $557M
Private client RAUM: $557MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $79.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,397
Individual clients: 151
High net worth clients: 169
Custody, client assets: $33.9M
SEC number: 801-112271
CRD: 148271
Filings on the tape: 15
First filed: Dec 8, 2017
Latest filed: Feb 19, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID ALAN WITTER	Certified Financial Planner	WINTER PARK, FL	17	24	3	no
NANCY KATHRYN WITTER	n/a	WINTER PARK, FL	16	24	1	no
KELLEN HINDRY WILLIAMS	Certified Financial Planner	WINTER PARK, FL	8	10	1	no
DANICA NICOLE BOLTON	n/a	WINTER PARK, FL	5	10	n/a	no
Samson Scott Streachek	n/a	WINTER PARK, FL	0	11	n/a	no
NICOLE KRISTINE HALWEG	n/a	WINTER PARK, FL	0	12	1	no
Grady Steele Windham	n/a	WINTER PARK, FL	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WITTER, DAVID, ALAN	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	yes	06/2005	Dec 8, 2017	Feb 28, 2024
WITTER, NANCY, KATHRYN	MANAGING MEMBER	C	yes	01/2011	Dec 8, 2017	Feb 28, 2024
WILLIAMS, KELLEN, HINDRY	Member	Na	no	01/2023	Mar 13, 2023	Feb 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 19, 2026	$557M	$557M	9	5	n/a	n/a
2024	Feb 24, 2025	$451M	$451M	8	6	n/a	n/a
2023	Feb 28, 2024	$372M	$371M	8	6	n/a	n/a
2022	Mar 13, 2023	$276M	$276M	8	6	n/a	n/a
2021	Mar 15, 2022	$269M	$268M	7	5	n/a	n/a
2020	Feb 24, 2021	$205M	$204M	7	5	n/a	n/a
2019	Mar 9, 2020	$174M	$166M	7	4	n/a	n/a
2018	Feb 18, 2019	$135M	$131M	6	4	n/a	n/a
2017	Mar 5, 2018	$126M	$116M	5	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	14.3%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$557M	$451M	23.6%	$276M	26.3%	9	8	0	0

Relationships

Registered with (9)

← Grady Steele WindhamAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← NICOLE KRISTINE HALWEGAdvisorregistration: current employment
Apr 28, 2026 to presentfactForm ADV
← Samson Scott StreachekAdvisorregistration: current employment
Mar 26, 2026 to presentfactForm ADV
← DANICA NICOLE BOLTONAdvisorregistration: current employment
Nov 18, 2020 to presentfactForm ADV
← KELLEN HINDRY WILLIAMSAdvisorregistration: current employment
Aug 28, 2018 to presentfactForm ADV
← NANCY KATHRYN WITTERAdvisorregistration: current employment
Sep 22, 2009 to presentfactForm ADV
← DAVID ALAN WITTERAdvisorregistration: current employment
Oct 2, 2008 to presentfactForm ADV
← Josiah Bryce MartinAdvisorregistration: previous registration
Dec 4, 2024 to May 22, 2026factForm ADV
← Alexander SwansonAdvisorregistration: previous registration
Jun 29, 2022 to Jul 8, 2025factForm ADV

Controls (2)

← WITTER, DAVID, ALANOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Dec 8, 2017 to Feb 28, 2024factForm ADV
← WITTER, NANCY, KATHRYNOwnerMANAGING MEMBER, ownership code C, individual
Dec 8, 2017 to Feb 28, 2024factForm ADV

Owns (1)

← WILLIAMS, KELLEN, HINDRYOwnerMEMBER, ownership code NA, individual
Mar 13, 2023 to Feb 28, 2024factForm ADV

Dated events

Occurred
May 22, 2026
Advisor changed firm
Josiah Bryce Martin left Financial Harvest Wealth Advisors for Firstfruits Wealth Management (registered 2026-06-08)
Form ADVobserved 6 days ago
Occurred
Jul 8, 2025
Advisor changed firm
Alexander Swanson left Financial Harvest Wealth Advisors for J.P. Morgan Securities Llc (registered 2025-08-07)
Form ADVobserved 6 days ago
Occurred
Dec 8, 2017
First Form ADV filing
Financial Harvest Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d2b9160-a265-0540-70df-74e7358d3183
First observed: Dec 8, 2017
Last observed: Feb 19, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FINANCIAL HARVEST WEALTH ADVISORS

FINANCIAL HARVEST, LLC, CRD 148271

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7d2b9160-a265-0540-70df-74e7358d3183

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID ALAN WITTER

Certified Financial Planner

WINTER PARK, FL

NANCY KATHRYN WITTER

n/a

WINTER PARK, FL

KELLEN HINDRY WILLIAMS

Certified Financial Planner

WINTER PARK, FL

DANICA NICOLE BOLTON

n/a

WINTER PARK, FL

n/a

Samson Scott Streachek

n/a

WINTER PARK, FL

n/a

NICOLE KRISTINE HALWEG

n/a

WINTER PARK, FL

Grady Steele Windham

n/a

WINTER PARK, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WITTER, DAVID, ALAN

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

06/2005

Dec 8, 2017

Feb 28, 2024

WITTER, NANCY, KATHRYN

MANAGING MEMBER

yes

01/2011

Dec 8, 2017

Feb 28, 2024

WILLIAMS, KELLEN, HINDRY

Member

01/2023

Mar 13, 2023

Feb 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$557M

n/a

2024

Feb 24, 2025

$451M

n/a

2023

Feb 28, 2024

$372M

$371M

n/a

2022

Mar 13, 2023

$276M

n/a

2021

Mar 15, 2022

$269M

$268M

n/a

2020

Feb 24, 2021

$205M

$204M

n/a

2019

Mar 9, 2020

$174M

$166M

n/a

2018

Feb 18, 2019

$135M

$131M

n/a

2017

Mar 5, 2018

$126M

$116M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$557M

$451M

23.6%

$276M

26.3%