Harris Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,467,797
Total clients
61
10% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
20
Average account size
$368,325
About
Harris Wealth Management serves individuals (including high‑net‑worth clients), trusts, qualified retirement plans, charitable organizations, corporations and small businesses, providing investment management, financial planning, and participant education for employee benefit plans. The firm offers both discretionary and non‑discretionary portfolio management, prepares written investment policy statements, and delivers periodic performance reporting to clients.
The firm’s investment approach is long‑term and asset‑allocation driven, grounded in Modern Portfolio Theory and implemented mainly through broadly diversified, passively managed mutual funds (including Dimensional Fund Advisors funds). HWM uses tools such as Monte Carlo analysis to inform planning, delegates fixed‑income management and back‑office functions to third‑party managers and service providers, and conducts regular (at least quarterly) account reviews.
Distinctive aspects include a relatively large multi‑office footprint (six offices) for a three‑adviser practice, which is uncommon for firms of this size, and an affiliation with an accounting firm (Sorren, Inc.) whose associated persons provide compliance and tax services and share facilities with HWM. Firm leadership includes credentialed CPAs with Personal Financial Specialist designations, and the brochure states clients are under no obligation to use the affiliated accounting services.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
$95.00 per hour for Financial Planning Services
Account minimum: $75,000 Minimum fee: Minimum annual fee of $1,125 for Investment Management and Employee Benefit Plan Services
Main office location
Harris Wealth Management, LLC
161 5 Th Avenue S, Suite 200
Twin Falls ID 83301, United States
Number of offices
6
Most active in
Idaho · Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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