Harris Private Wealth
Financial Services • 
San Jose, California, United States • 11-20 Employees
Company overview
| Headquarters | 1735 N 1st St, Ste 302, San Jose, California 95112, US |
| Phone number | +14085473390 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Insurance Services, Private Wealth Management, Retirement Planning, Business Planning, Divorce Financial Planning, Investment Advising, College Funding Strategy |
| Founded | 1985 |
| Employees | 11-20 |
| Socials |
Key Contacts at Harris Private Wealth
Chris Lewis
Financial Advisor & Director Of Financial Planning, Cfp®
Marissa Viacava-Schultz
Director Of Operatione
Harris Private Wealth Email Formats
Harris Private Wealth uses 2 email formats. The most common is {first initial} (e.g., j@harrisprivatewealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@harrisprivatewealth.com | 50% |
{first name} | john@harrisprivatewealth.com | 50% |
About Harris Private Wealth
Whether you are just starting out or embarking on your life 2.0, Harris Private Wealth combines investment advice, risk management and financial planning to ensure you and your family live the life you want to live. A Family Office Approach for Your Future For each stage of your life, from your first job to your retirement to your legacy, we provide holistic wealth management and forward-thinking advanced planning within a unique family office approach. Whether you’ve built your wealth through stocks, savings, selling a business or receiving an inheritance, we work across generations to plan for the financial well-being of your family — now and for the future. As a small, independent firm with the strength of a Fortune 500 back office, we provide an unparalleled level of expertise, service and care in creating and managing a roadmap for your financial life. Your personal financial plan will encompass many considerations and have multiple facets, including: -- Wealth Enhancement: tax mitigation and cash-flow planning -- Wealth Transfer: transferring wealth effectively between family generations or to others -- Wealth Protection: risk mitigation through legal structures and insurance -- Charitable Giving: maximizing impact to charities and tax benefits
Harris Private Wealth revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Harris Private Wealth has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Harris Private Wealth has never raised funding before.
Harris Private Wealth Tech Stack
Discover the technologies and tools that power Harris Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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Germany
Saudi Arabia
Czechia
United Kingdom
Frequently asked questions
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