HARVESTWISE WEALTH PLANNING

HARVESTWISE WEALTH PLANNING of ESCONDIDO, CA is an SEC-registered investment adviser (CRD 333146). Regulatory assets under management: $42.3M.

Registration

• CRD: 333146
• SEC file number: 801-131359
• Type: Registered investment adviser
• Location: 500 LA TERRAZA BLVD., ESCONDIDO, CA, 92025
• Phone: 858-310-1920
• Latest filing: 2026-04-28
• Regulatory AUM: $42.3M
• Discretionary AUM: $42.3M
• Clients: 1
• Accounts: 253

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333146 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search