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| Keyboard |
| Wise Planning Inc
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|---|---|
| CRD # | 123821 |
| SEC # | 801-114999 |
| CIK # | |
| AUM | 610.3 M (2026-02-23) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 847-834-9473 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 36.8 |
| (b) Individuals (high net worth individuals) | 145 | 573.5 |
| (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 | 805 | 610.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 805 | 610.3 |
| Total | 805 | 610.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 610.3 | |
| Total | 805 | 610.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 9 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Planning LLC
✚
|
WA | 617.7 M |
|
Clear Wave Wealth Management LLC
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|
NJ | 617.0 M |
|
West Wealth Group LLC
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CA | 616.7 M |
|
Greenbush Financial Group LLC
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|
NY | 616.5 M |
|
Hiltop Partners LLC
✚
|
IN | 616.4 M |
|
Catalina Capital Group LLC
✚
|
CA | 616.3 M |
|
Darwin Wealth Management LLC
✚
|
FL | 614.5 M |
|
Weinand Financial Inc
✚
|
WA | 610.4 M |
|
Drake & Associates LLC
✚
|
WI | 607.3 M |
|
Lunt Capital Management Inc
✚
|
UT | 601.5 M |