SourcingSourcing

HARVEST APP LLC

C38
CRD 338019·SEC 801-134471·LYNCHBURG, VA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HARVEST APP LLC
CRD
338019
SEC file #
801-134471
EIN
934243691
DBA names
Harvest - Faith-based Investing

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
LYNCHBURG VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
harvest-app.co

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Wilson, Jeffrey
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Wilson, Jeffrey
AMDG 5, LLC
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002103642
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-01-09
Edgar Last Filing Date
2026-01-09
Edgar Form D Count
1
Edgar Form D Offerings
2026-01-092026-01-09 · 0001096906-26-000058

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1316
Soi Zip Pct 200k Plus
0.0239
Soi Zip Returns 200k Plus
100
Soi Zip Total AGI
220,471
Fdic Zip Total Deposits
11,569,751,000
Fdic Zip Branch Count
147
Fdic Zip Top Banks
SunTrust Bank
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
403 5TH STREETLYNCHBURG, VA 24504
Business
403 5TH STREETLYNCHBURG, VA 24504
Edgar EIN
934243691
Edgar Recent Filings
D2026-01-09 · 0001096906-26-000058
Fdic Zip Branches Raw
First Virginia Bank - PiedmontLynchburg, VA
First Federal Savings Bank of VirginiaLynchburg, VA
Fdic Zip HHI
1684.46
Fdic Zip Top Bank Share Pct
23.96
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,431
Returns1,550
Stub 2
AGI42,866
Returns1,190
Stub 3
AGI35,131
Returns580
Soi Zip Total Business Income
6,365
Soi Zip Total Cap Gains
2,983
Soi Zip Total Dividends
1985
Soi Zip Total Returns
4,180
Top Owner CRD
8138930
Trust Company Affiliate
No

People (3)

3
Wilson, Jeffrey
Direct Owner · 87.5%
8138930
CORNFIELD, KURT, DOUGLAS
IAR · Direct Owner · 17.5%
1246475
EVERSOURCE WEALTH ADVISORS, LLC
Executive Officer · 2.5%
286340