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Harris Wealth Management, LLC CRD 117184
$22.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
161 5Th Avenue S Suite 200, Twin Falls, ID 83301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-22 |
Branch Locations
161 5Th Avenue S Suite 200, Twin Falls, ID 83301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Asset Management Llc | Twin Falls | ID | 10/2001 | Present |
| Harris Cpas | Twin Falls | ID | 10/2021 | Present |
| Ataraxis Accounting & Advisory Services, Chtd. | Twin Falls | ID | 01/1982 | 10/2021 |
HARRIS CPAS, ACCOUNTING AND PERSONAL FINANCE, 160 HOURS PER MONTH DURING TRADING HOURS
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