# Harvestwise Wealth Planning

Harvestwise Wealth Planning is a RIA based in Escondido, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Escondido, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/shanekochon

## Regulatory record

- **CRD number:** 333146
- **SEC file number:** 801-131359
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333146

## About

HARVESTWISE WEALTH PLANNING is an SEC-registered investment adviser in ESCONDIDO, CA. It manages approximately $42 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## People

- John A. Smith — Founder & Chief Investment Officer

## Questions

### Who runs investment decisions at Harvestwise Wealth Planning?

John A. Smith, the founder and Chief Investment Officer, directs the investment strategy. No other named investment professionals are publicly disclosed.

## Related profiles

- [Better World Planning](https://altss.com/profile/better-world-planning)
- [Second Century Ventures](https://altss.com/profile/second-century-ventures-gp-i-llc)

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Last updated: 2026-08-10T19:36:47.593Z

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