HARRISON & COMPANY WEALTH MANAGEMENT, LLC
SEC file number 801-70156
· ROANOKE, VA
https://harrisonassessments.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$46M
Discretionary AUM
$44.3M
Employees
—
Clients
—
Firm
- Address
- 24 CHURCH AVE SE
ROANOKE, VA 24011 - Phone
- —
- Website
- https://harrisonassessments.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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Axis Management Company, Inc. · D · Sep 11, 2025$3.3M
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5th Level Capital Management Company, LLC · D · Aug 7, 2025
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Nice Healthcare Management Company, Inc. · D · Jun 24, 2025$10.8M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M