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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- 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 |
|---|---|---|---|---|
| KOCHON, SHANE, J | I | CCO, CEO, AND FOUNDER | E | Control |
| KOCHON, SHANE, J | I | CCO, CEO, AND FOUNDER | E | Control |
| KOCHON, SHANE, J | I | CCO, CEO, AND FOUNDER | E | Control |
| KOCHON, SHANE, J | I | CCO, CEO, AND FOUNDER | E | Control |
| KOCHON, SHANE, J | I | CCO, CEO, AND FOUNDER | E | Control |
| KOCHON, SHANE, J | I | CCO, CEO, AND FOUNDER | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
500 LA TERRAZA BLVD.SUITE 150
ESCONDIDO, CA 92025
United States
Phone: 858-310-1920