Insights

Growth Potential Harvest Wealth Management operates with a small team of 2-10 employees, indicating a boutique operation that may benefit from scalable technology solutions and outsourcing services as they grow, presenting opportunities for tailored platforms or support services.

Digital Engagement The company's use of advanced digital tools like Google Analytics, Google Tag Manager, and Datadog suggests a strong focus on online client engagement and data-driven decision-making, which can be complemented with marketing automation or client relationship management solutions.

Market Position Competing against large industry players with thousands of employees and billions in revenue, Harvest can benefit from targeted niche marketing, premium service offerings, or specialized financial planning products to differentiate itself and attract high-net-worth clients.

Compliance Focus With securities offered through nationally recognized firms and adherence to FINRA and SIPC regulations, there is an opportunity to provide compliance management solutions, risk assessment tools, or regulatory technology to ensure ongoing adherence.

Client-Centric Approach Harvest emphasizes building long-term relationships and personalized service, highlighting potential for sales of customer experience platforms, client onboarding solutions, or financial planning tools that enhance personalized client interactions and retention.

Harvest Wealth Management Tech Stack

Harvest Wealth Management uses 8 technology products and services including Cloudflare CDN, Cloudflare, Font Awesome, and more. Explore Harvest Wealth Management's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Google Maps
    Maps
  • Datadog
    Real User Monitoring
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Media & News

Harvest Wealth Management's Email Address Formats

Harvest Wealth Management uses at least 1 format(s):
Harvest Wealth Management Email FormatsExamplePercentage
First@harvest-wm.comJohn@harvest-wm.com
50%
First@harvest-wm.comJohn@harvest-wm.com
50%

Frequently Asked Questions

Where is Harvest Wealth Management's headquarters located?

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Harvest Wealth Management's main headquarters is located at N80w14800 Appleton Avenue Menomonee Falls, Wisconsin 53051 United States. The company has employees across 1 continents, including North America.

What is Harvest Wealth Management's official website and social media links?

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Harvest Wealth Management's official website is harvest-wm.com and has social profiles on LinkedIn.

What is Harvest Wealth Management's NAICS code?

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Harvest Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Harvest Wealth Management have currently?

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As of February 2026, Harvest Wealth Management has approximately 4 employees across 1 continents, including North America. Key team members include Financial Advisor: T. L.Financial Advisor: P. W.. Explore Harvest Wealth Management's employee directory with LeadIQ.

What industry does Harvest Wealth Management belong to?

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Harvest Wealth Management operates in the Financial Services industry.

What technology does Harvest Wealth Management use?

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Harvest Wealth Management's tech stack includes Cloudflare CDNCloudflareFont AwesomeJSON-LDGoogle MapsDatadogGoogle Tag ManagerGoogle Analytics.

What is Harvest Wealth Management's email format?

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Harvest Wealth Management's email format typically follows the pattern of First@harvest-wm.com. Find more Harvest Wealth Management email formats with LeadIQ.

When was Harvest Wealth Management founded?

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Harvest Wealth Management was founded in 2000.

Harvest Wealth Management

Financial ServicesWisconsin, United States2-10 Employees

At Harvest, we will engage with you in the process of assessing your current financial situation, identifying attainable financial goals, implementing strategies to fulfill those goals, and assessing progress towards achieving your goals. We will make this process as easy and enjoyable as possible for you, and continue to be available to address any questions or concerns you have along the way. We value long lasting relationships with our clients, continually putting our clients’ best interests first.



Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the links below. Investment advice offered through Independent Advisor Alliance , a registered investment advisor. Independent Advisor Alliance and Harvest Wealth Management are separate entities from LPL Financial. 
•Third party posts found on this profile do not reflect the  views of LPL Financial and have  not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are  properly registered or licensed. No offers may be  made or accepted from any resident of any other state.

https://www.finra.org/#/
https://www.sipc.org/

Section iconCompany Overview

Headquarters
N80w14800 Appleton Avenue Menomonee Falls, Wisconsin 53051 United States
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Harvest Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Harvest Wealth Management's revenue is estimated to be in the range of $1M$10M

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