Investment adviser · CRD 333146
HARVESTWISE WEALTH PLANNING
Investment adviser filing (IA)
HARVESTWISE WEALTH LLC
ESCONDIDO, CA, United States · Form ADV filed Mar 24, 2025
- Regulatory AUM
- $38.3M Form ADV · Item 5.F
- Client accounts
- 239 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 | 85 | $20,675,000 | 54.0% |
| High-net-worth individuals | 16 | $16,680,000 | 43.5% |
| Retirement plans | Fewer than 5 | $924,000 | 2.4% |
| Charities | Fewer than 5 | $26,000 | 0.1% |
Filing source
Form ADV 1965684 · Mar 24, 2025 · 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: Mar 24, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
500 LA TERRAZA BLVD., SUITE 150ESCONDIDO, CA, 92025, United States
CRD 333146
Filing source
Form ADV 1965684 · Mar 24, 2025 · 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.