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| The Planner's Edge LLC
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|
|---|---|
| CRD # | 114616 |
| SEC # | 801-120913 |
| CIK # | |
| AUM | $186.7 M (2025-04-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 206-232-4500 |
| Address | 2737 78th Avenue SE Mercer Island, WA 98040 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 54.6 |
| (b) Individuals (high net worth individuals) | 48 | 132.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 694 | 186.7 |
| By Discretionary | ||
| Discretionary | 694 | 186.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 694 | 186.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.7 | |
| Total | 694 | 186.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Planning Advisors LLC
✚
|
GA | 0.2 |
|
Resolute Capital LLC
✚
|
SC | 0.2 |
|
McCartney Wealth Management LLC
✚
|
MO | 0.2 |
|
The Putney Financial Group LLC
✚
|
CA | 0.2 |
|
UTA LLC
✚
|
WA | 0.2 |
|
Klein Pavlis & Peasley Financial Inc
✚
|
CA | 0.2 |
|
Coastwise Capital Group LLC
✚
|
CA | 0.2 |
|
Locker Financial Services LLC
✚
|
NJ | 0.2 |
|
Pacific Financial Strategies Inc
✚
|
CA | 0.2 |
|
Blue Marble Investments LLC
✚
|
CA | 0.2 |