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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2022 | $107.5M | $106.2M | $1.3M | 1 | 0 |
| Dec 2022 | $107.5M | $106.2M | $1.3M | 1 | 0 |
| Mar 2022 | $107.5M | $106.2M | $1.3M | 1 | 0 |
| Apr 2021 | $103M | $100.1M | $2.9M | 1 | 0 |
| Sep 2012 | $18.8M | $18.8M | $0 | 1 | 26 |
| Apr 2012 | $18.8M | $18.8M | $0 | 1 | 26 |
| Mar 2012 | $18.8M | $18.8M | $0 | 1 | 26 |
| Feb 2012 | $18.8M | $18.8M | $0 | 1 | 26 |
| Jan 2012 | $18.8M | $18.8M | $0 | 1 | 26 |
| Mar 2011 | $20.8M | $20.8M | $0 | 5 | -- |
| Feb 2011 | $32M | $32M | $0 | 5 | -- |
| Jan 2008 | $31.3M | $31.3M | $0 | 5 | -- |
| Jan 2008 | $31.3M | $31.3M | $0 | 5 | -- |
DateDec 2022
Total AUM$107.5M
Discretionary$106.2M
Non-Disc.$1.3M
Employees1
Clients0
DateDec 2022
Total AUM$107.5M
Discretionary$106.2M
Non-Disc.$1.3M
Employees1
Clients0
DateMar 2022
Total AUM$107.5M
Discretionary$106.2M
Non-Disc.$1.3M
Employees1
Clients0
DateApr 2021
Total AUM$103M
Discretionary$100.1M
Non-Disc.$2.9M
Employees1
Clients0
DateSep 2012
Total AUM$18.8M
Discretionary$18.8M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$18.8M
Discretionary$18.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$18.8M
Discretionary$18.8M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$18.8M
Discretionary$18.8M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$18.8M
Discretionary$18.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$20.8M
Discretionary$20.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$31.3M
Discretionary$31.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$31.3M
Discretionary$31.3M
Non-Disc.$0
Employees5
Clients--