No longer SEC-registered. Harvestwise Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$38.3M
Employees
1
Accounts
239
Location
Escondido, CA
Harvestwise Wealth LLC assets under management
Harvestwise Wealth LLC operates as an SEC-registered investment adviser based in Escondido, CA. It reports $38.3 million in regulatory assets under management and employs 1 people.
Harvestwise Wealth LLC reports $38.3 million in regulatory assets under management on its Form ADV.
How many employees does Harvestwise Wealth LLC have?
Harvestwise Wealth LLC reports 1 employees.
Where is Harvestwise Wealth LLC located?
Harvestwise Wealth LLC is based in Escondido, CA.
Does Harvestwise Wealth LLC disclose fund performance?
Harvestwise Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
500 la Terraza Blvd., Suite 150, Escondido, CA 92025