Investment adviser · CRD 122774
RETIREWISE CFP
Investment adviser filing (IA)
ASSET HARVEST GROUP, LLC
TYSONS CORNER, VA, United States · Form ADV filed Dec 15, 2022
- Regulatory AUM
- $107M Form ADV · Item 5.F
- Client accounts
- 158 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 27 | $93,507,569 | 87.0% |
| High-net-worth individuals | 32 | $12,651,704 | 11.8% |
| Retirement plans | 1 | $1,298,816 | 1.2% |
Filing source
Form ADV 1693906 · Dec 15, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 15, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
8000 TOWERS CRESCENT DRIVE, SUITE 1350TYSONS CORNER, VA, 22182, United States
CRD 122774
Filing source
Form ADV 1693906 · Dec 15, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.