Harvestwise Wealth LLC
CRD 333146SEC# 801-131359Escondido, CA
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 owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shane J Kochon Control | Cco, Ceo, And Founder | Over 75% | 2024 |
Frequently asked questions
How much does Harvestwise Wealth LLC manage?
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 |
| Office hours | 8a.m. - 4p.m. M-Th, 8a.m. - 3p.m. F |
| Discloses disciplinary history | No |
Regulatory AUM
$38.3MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$38.3Mregulatory AUM
Discretionary $38.3M