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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Harvestwise Wealth LLC
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|---|---|
| CRD # | 333146 |
| SEC # | 801-131359 |
| CIK # | |
| AUM | $38.3 M (2025-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 858-310-1920 |
| Address | 500 La Terraza Blvd Escondido, CA 92025 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 20.7 |
| (b) Individuals (high net worth individuals) | 16 | 16.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 239 | 38.3 |
| By Discretionary | ||
| Discretionary | 239 | 38.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 239 | 38.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 38.3 | |
| Total | 239 | 38.3 |
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|---|---|---|
|
Lincolnbridge Financial Planning LLC
✚
|
IL | 0.0 |
|
NGC Financial LLC
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NY | 0.0 |
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Old Bridge Wealth Inc
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NY | 0.0 |
|
Fundamental Investment Services LLC
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0.0 | |
|
ZERO Day Capital Enterprises LLC
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0.0 | |
|
Montrose Estate Capital Management LLC
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|
TX | 0.0 |
|
Boerum Hill Financial Advisors LLC
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|
NY | 0.0 |
|
Inverlochy Capital Inc
✚
|
0.0 | |
|
ARM Financial LLC
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|
0.0 | |
|
Native American Fund Advisors LLC
✚
|
OK | 0.0 |