Harvestwise Wealth Planning

Overview

Harvestwise Wealth Planning is an independent, California-registered LLC that serves individual and family clients. The firm functions as a capital allocator, placing client capital with third-party managers as well as managing portfolios directly. Its advisory mandate spans financial planning, portfolio management for both individuals/small businesses and businesses/institutions, pension consulting, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Harvestwise does not position itself as an active ESG investor and operates as a single-state adviser. The firm maintains industry relationships with an insurance company and a real estate broker, indicating access to insurance solutions and real estate channels as part of its client offering. Ownership is listed as an individual owner type, and the firm is structured as a limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices