The Estate Planners Group
The Estate Planners Group is an SEC-registered wealth manager in Yardley, PA with $422.1M assets under management (AUM, regulatory AUM), +17% over one year. See who owns The Estate Planners Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124418, SEC 801-110033, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $422.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Yardley, PA
- Employees
- 5
- Clients
- 342
- CRD
- 124418
- Ownership
- LOESSER, DAVID, WAYNE; Loesser, Jeffrey, Michael; Kirkner, Katherine
How much AUM does The Estate Planners Group have?
The Estate Planners Group reported $422.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns The Estate Planners Group?
Disclosed owners and executives of The Estate Planners Group include LOESSER, DAVID, WAYNE, Loesser, Jeffrey, Michael, Kirkner, Katherine. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.