Wise Planning, Inc.
Wise Planning, Inc. is an SEC-registered wealth manager with $610.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Wise Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123821, SEC 801-114999, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $610.3M (2026-02-23)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 203
- CRD
- 123821
- Ownership
- WISE, DEBORAH, ROSE; FAIRBROOK, ROBERT, JOSEPH
How much AUM does Wise Planning, Inc. have?
Wise Planning, Inc. reported $610.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Wise Planning, Inc.?
Disclosed owners and executives of Wise Planning, Inc. include WISE, DEBORAH, ROSE, FAIRBROOK, ROBERT, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.