The Planner's Edge LLC
The Planner's Edge LLC is an SEC-registered mass-market adviser in Mercer Island, WA with $178.7M assets under management (AUM, regulatory AUM), +26% over one year. See who owns The Planner's Edge LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114616, SEC 801-120913, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $178.7M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Mercer Island, WA
- Employees
- 3
- Clients
- 213
- CRD
- 114616
- Ownership
- ROSS, JEFFREY, DAVID; ROURKE, RYAN, JOSEPH
How much AUM does The Planner's Edge LLC have?
The Planner's Edge LLC reported $178.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns The Planner's Edge LLC?
Disclosed owners and executives of The Planner's Edge LLC include ROSS, JEFFREY, DAVID, ROURKE, RYAN, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.