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Building 2HARVEY WEALTH MANAGEMENT LLC

Map pin
Phone408-489-9969
NotebookSEC #801-127134
Total AUM
$3.2M
Employees
1
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
408-489-9969

ReceiptFinancials

Total AUM
$3.2M
Accounts
7
Discretionary
$3.2M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
3
AUM
$3.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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