Financial Harvest Wealth Advisors
Financial Services • 
Winter Park, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 1091 W Morse Blvd, Winter Park, Florida 32789, US |
| Phone number | +14079370707 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Protection, Wealth Preservation, Tax Mitigation, Maximizing Charitable Intent |
| Employees | 11-20 |
| Socials |
Key Contact at Financial Harvest Wealth Advisors
David Witter
Founder & Ceo
Financial Harvest Wealth Advisors Email Formats
Financial Harvest Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@financialharvest.com), used 76.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@financialharvest.com | 76.9% |
{first name} | john@financialharvest.com | 23.1% |
About Financial Harvest Wealth Advisors
Financial Harvest Wealth Advisors is a full-service registered investment advisor offering a wide range of wealth management services. We help over 200 families preserve their wealth, independence and autonomy in ever-changing environments so that they can focus on what is most important to them. When clients are not troubled with concerns about their wealth, they can then move and act in the world autonomously to allow them to have the greatest impact on their families, friends, clients, colleagues, and community members. Our services amplify our clients' capacities for engaging their families and communities to positively affect generations to come. ______________________ This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
Financial Harvest Wealth Advisors revenue & valuation
| Annual revenue | $11,200,000 |
| Revenue per employee | $797,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $35,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Financial Harvest Wealth Advisors has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Financial Harvest Wealth Advisors has never raised funding before.
Financial Harvest Wealth Advisors Tech Stack
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United Kingdom
Portugal
Netherlands
South Africa
Frequently asked questions
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