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Building 2HARVESTWISE WEALTH PLANNING

Map pinESCONDIDO, CA
Phone858-310-1920
NotebookSEC #801-131359
Total AUM
$38.3M
Employees
1
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 LA TERRAZA BLVD.
SUITE 150
ESCONDIDO
CA 92025
United States
Operating Hours
8AM - 4PM M-TH, 8AM - 3PM F
Monday - Friday
Phone
858-310-1920

ReceiptFinancials

Total AUM
$38.3M
Accounts
239
Discretionary
$38.3M
Accounts
239
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$20.7M
HNW Individual Clients
16
AUM
$16.7M
Pension/Profit Sharing Plan Clients
1
AUM
$924K
Charitable Organization Clients
1
AUM
$26K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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