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Wise Planning Inc
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CRD # | 123821 |
SEC # | 801-114999 |
CIK # | |
AUM | $368.5 MM (2023-03-02) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 847-834-9473 |
Address | 5954 Kirkwood Pl N Seattle, WA 98103 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 49 | 28.2 |
(b) Individuals (high net worth individuals) | 104 | 334.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 657 | 362.9 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 657 | 362.9 |
Total | 657 | 362.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 362.9 | |
Total | 657 | 362.9 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Union Square Investment Co
✚
|
CA | 0.4 |
AssuredPartners Investment Advisors LLC
✚
|
FL | 0.4 |
Fiduciary Wealth Management LLC
✚
|
VA | 0.4 |
Strategic Planning Group LLC
✚
|
UT | 0.4 |
Harbour Investment Management LLC
✚
|
WA | 0.4 |
Shakespeare Wealth Management LLC
✚
|
WI | 0.4 |
Atticus Wealth Management LLC
✚
|
FL | 0.4 |
CornerStone Retirement Group Inc
✚
|
NV | 0.4 |
Greenbush Financial Group LLC
✚
|
NY | 0.4 |
Exeter Financial LLC
✚
|
AZ | 0.4 |