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.

Firm class

independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$149MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$146M

Private client RAUM

$140MderivedItem 5.D individuals plus high net worth individuals

Private client share

94%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$74.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

383

Individual clients

98

High net worth clients

49

SEC number

801-117513

CRD

146162

Filings on the tape

12

First filed

Sep 19, 2019

Latest filed

Aug 25, 2026

Organised

Limited Liability Company, PA

Website

harvestfp.com

• Occurred

  Sep 19, 2019
  First Form ADV filing

  Harvest Financial Partners filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c4550b1d-ffec-e5bb-f257-a5b8ac78628f

First observed

Sep 19, 2019

Last observed

Aug 25, 2026 25 days 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.