HARVESTWISE WEALTH LLC
Legal name: HARVESTWISE WEALTH PLANNING
CRD #333146 SEC #801-131359 ESCONDIDO, CA 858-310-1920
SEC Registered
Total AUM
$38.3M
Discretionary
$38.3M
Employees
1
Clients
0
Accounts
239
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $38.3M | $38.3M | $0 | 1 | 0 |
| Mar 2025 | $38.3M | $38.3M | $0 | 1 | 0 |
| Mar 2025 | $38.3M | $38.3M | $0 | 1 | 0 |
| Jan 2025 | $38.3M | $38.3M | $0 | 1 | 0 |
| Oct 2024 | $0 | $0 | $0 | 1 | 0 |
| Sep 2024 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$38.3M
Discretionary$38.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$38.3M
Discretionary$38.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$38.3M
Discretionary$38.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$38.3M
Discretionary$38.3M
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0