William
Harvey
Harvey Wealth Management LLC
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About this Advisor
William Harvey is a financial advisor based out of Redwood City, California. Harvey currently works for Harvey Wealth Management LLC. Over the course of their career, Harvey has held roles at Edward Jones, Super Micro Computer, Inc, Applied Computer Solutions Inc and Harvey Wealth Management LLC. Harvey maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Harvey Wealth Management LLC is an advisory company operating in Redwood City, California. It manages $3 million in assets between its seven customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its seven client accounts, 100% belong to high-net-worth investors who have more than $1 million in investable assets. Harvey Wealth Management LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely depend on which service is provided. However, fees billed by Harvey Wealth Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harvey Wealth Management LLC Brokerage Details
$3,200,000
1
7
$457,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
William Harvey Work History
William has been registered as a financial advisor for 0 years.*
Harvey Wealth Management LLC
Edward Jones
Super Micro Computer, Inc
Applied Computer Solutions Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Harvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harvey Wealth Management LLC
Redwood City, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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