What departments does Harvest Wealth Group have?

Harvest Wealth Group has employees across 3 departments including Finance, Banking, Administrative.

What is the largest department at Harvest Wealth Group?

The largest department at Harvest Wealth Group is Finance with 4 employees.

Where are Harvest Wealth Group employees located globally?

Harvest Wealth Group has employees across 2 continents and 3 countries including United States Of America, Canada, Australia.

How has Harvest Wealth Group's team size changed over time?

Harvest Wealth Group's team has grown from approximately 17 to 18 employees based on available data.

Harvest Wealth Group Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Harvest Wealth Group operates in the financial services sector, delivering guidance for clients across different life stages. Its offerings include investment strategies, risk management, and retirement design. The firm provides its products and services under several names: Harvest Wealth Group for insurance and financial services; Ameritas Investment Company, LLC (AIC) for securities and investments; and Ameritas Advisory Services for investment advisory services, with AIC and AAS not affiliated with Harvest Wealth Group. 

It is based in Exeter, California, and serves clients in states where its representatives are registered. The arrangement includes separate entities handling insurance and financial services, securities and investments, and investment advisory services, with disclosures that AIC and AAS are not affiliated with Harvest Wealth Group.

Harvest Wealth Group Global Highlights

North America
33

United States Of America
29
Canada
4

Oceania
1

Australia
1

Harvest Wealth Group's Leadership

P. M.
Ex Authorised Representative/Financial Planner
Mobile Phone
Email
J. W.
Financial Planning Assistant
Mobile Phone
Email
D. S.
Financial Planning Associate
Mobile Phone
Email
J. W.
Financial Planning Assistant
Mobile Phone
Email
M. B.
Financial Advisor
Mobile Phone
Email
S. R.
Operations Specialist
Mobile Phone
Email
R. W.
Client Services Administrator
Mobile Phone
Email

Harvest Wealth Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Other

Contact profiles from Harvest Wealth Group

Name

Title

Contact

Location

Last Update

P. M.
Ex Authorised Representative/Financial Planner
Mobile Phone
Email
Australia, Victoria
May 30, 2026
J. W.
Financial Planning Assistant
Mobile Phone
Email
Sep 08, 2026
D. S.
Financial Planning Associate
Mobile Phone
Email
Oct 16, 2024
J. W.
Financial Planning Assistant
Mobile Phone
Email
Oct 16, 2024
M. B.
Financial Advisor
Mobile Phone
Email
Oct 30, 2025
S. R.
Operations Specialist
Mobile Phone
Email
May 29, 2026
R. W.
Client Services Administrator
Mobile Phone
Email
Aug 29, 2026

Frequently Asked Questions

What is Harvest Wealth Group known for?

Harvest Wealth Group operates in the Financial Services industry. Explore Harvest Wealth Group's company overview page for more information.

What is Harvest Wealth Group's most common email format?

Harvest Wealth Group employees' email format typically follows the pattern of First@harvestwealthgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Harvest Wealth Group email formats with LeadIQ.

How many employees does Harvest Wealth Group have currently?

Harvest Wealth Group has approximately 24 employees as of August 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Harvest Wealth Group's key employees and leadership?

As of August 2026, Harvest Wealth Group's key employees include:

Ex Authorised Representative/Financial Planner: P. M.
Financial Planning Assistant: J. W.
Financial Planning Associate: D. S.
Financial Planning Assistant: J. W.
Financial Advisor: M. B.

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Harvest Wealth Group Employee Directory

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