|
⚲
|
| Planwiser Financial LLC
✚
|
|
|---|---|
| CRD # | 331675 |
| SEC # | 801-130873 |
| CIK # | 0002043741 |
| AUM | $134.1 M (2025-04-08) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 719-822-0808 |
| Address | 620 S Cascade Ave Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 60.8 |
| (b) Individuals (high net worth individuals) | 42 | 67.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 907 | 134.1 |
| By Discretionary | ||
| Discretionary | 907 | 134.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 907 | 134.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.1 | |
| Total | 907 | 134.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002043741] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Legacy Management Inc
✚
|
AR | 0.1 |
|
McKinley Money LLC
✚
|
WI | 0.1 |
|
MCW Financial Inc
✚
|
KY | 0.1 |
|
Sonas Financial Group Inc
✚
|
MO | 0.1 |
|
Garrison Bradford & Associates Inc
✚
|
NY | 0.1 |
|
Breton Financial Inc
✚
|
NJ | 0.1 |
|
The Carroll Group Inc
✚
|
0.1 | |
|
Hunter Street Investment Advisors LLC
✚
|
NC | 0.1 |
|
TUVE Investment Management Inc
✚
|
IA | 0.1 |
|
Betro Mileszko & Company LLC
✚
|
MA | 0.1 |