CRD: 286130
Harvest Wealth Design & Management, LLC
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- Custodian
- Assetmark · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-08-2017
- Office Locations
- 1
Office Locations
About Harvest Wealth Design & Management, LLC
Harvest Wealth Group is a boutique wealth planning and investment advisory practice founded by Garrett German, serving retail clients from Exeter, CA. The team provides financial planning and portfolio construction, including insurance solutions, with investment implementation across ETFs, mutual funds, and fixed income. Advisory services are delivered through Ameritas Advisory Services, with securities through Ameritas Investment Company; the firm can work via AssetMark.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Stephen Craig Stone II
Chief Compliance Officer, Investment Advisor Representative, Manager
- CRD
- #6734438
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,434,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,434,272 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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