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HARVESTWISE WEALTH PLANNING
HARVESTWISE WEALTH LLC
CRD 333146 · SEC 801-131359
500 LA TERRAZA BLVD., SUITE 150, ESCONDIDO, CA, 92025, United States
Phone
858-310-1920
Fax
760-481-6798
Registration
— (—)
Source
State registered
Total AUM
$42.3M
Discretionary AUM
$42.3M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $22.3M |
| High net worth individuals | 13 | $19.9M |
All web addresses on file
Official SEC filing: View on IAPD