$42.3M Total AUM
$42.3M Disc. AUM
-- 3Y CAGR
1 Employees
104 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector summitBridge +more
- Established Date
- 10-25-2024
- Office Locations
- 1
Office Locations
500 LA Terraza Blvd. Suite 150 Escondido CA
About Harvestwise Wealth Planning
HarvestWise Wealth Planning is a fee-only, fiduciary RIA providing values-driven wealth planning and investment management for individuals and families, including retirement planning, estate planning/charitable giving, and business succession guidance. The firm emphasizes faith-guided stewardship and personalized planning, and supports clients through a RightCapital client portal with custody options including Schwab and Altruist.
Team overview
-- AVG AGE
$42.3M AVG AUM / ADVISOR
$406.5K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Value Ridge eagle Matrix element Pioneer Glacier element Optima
Client Personas
Pioneer
Custodian
North Timber timber Vertex summit Summit Fusion Legacy beacon
Investment Themes
Signal Timber Pioneer Quantum optima Momentum optima
Investment Vehicles
Momentum Optima
Platform
Alpha insight Quantum beacon
Services
Vertex Prime oak Crest Oak vertex Momentum meridian Signal Harbor element Capital delta Radial atlas Capital Meridian frontier Signal North foundation
Technology
Element Zenith eagle Legacy
Owner & Executives
SHANE J KOCHON
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #5296319
- Ownership
- 75% or more
(630) 588-2894
bridge.oak@oakcapital.com
in linkedin.com/in/crest-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,276,000 | $160,272 |
| Non-Discretionary | $0 | -- |
| Total | $42,276,000 | $160,272 |
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Separately Managed Accounts
Total SMA Asset: $42,276,000
Public Funds:
10.4% Corporate - Investment Grade:
23.6% Cash:
10.9% Equity - Exchange:
12.3% U.S. Government/Agency:
10.1% Municipal Bonds:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $917,256,223 | 10.4% |
| Corporate - Investment Grade | $2,081,466,044 | 23.6% |
| Cash | $961,355,080 | 10.9% |
| Equity - Exchange | $1,084,831,879 | 12.3% |
| U.S. Government/Agency | $890,796,909 | 10.1% |
| Municipal Bonds | $2,884,065,238 | 32.7% |
| Total | $8,819,771,373 | 100.0% |