ASSET HARVEST GROUP, LLC
Legal name: RETIREWISE CFP
CRD #122774 SEC #801-121266 TYSONS CORNER, VA 703-760-0043
SEC Registered
Total AUM
$107.5M
Discretionary
$106.2M
Employees
1
Clients
1
Accounts
158
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 4, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Shote, Kathleen, Moreau | I | EXECUTOR OF THE ESTATE OF FEMI SHOTE | NA | Control |
| Shote, Kathleen, Moreau | I | EXECUTOR OF THE ESTATE OF FEMI SHOTE | NA | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHOTE, FEMI, TAOFIK | I | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 4, 2022 REGISTERED
Notice Filings (3)
IL MA VA
Address
8000 TOWERS CRESCENT DRIVESUITE 1350
TYSONS CORNER, VA 22182
United States
Phone: 703-760-0043