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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wise Planning Inc
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|---|---|
| CRD # | 123821 |
| SEC # | 801-114999 |
| CIK # | |
| AUM | $529.4 M (2025-03-19) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 847-834-9473 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 46.8 |
| (b) Individuals (high net worth individuals) | 123 | 482.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 768 | 529.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 768 | 529.4 |
| Total | 768 | 529.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 529.4 | |
| Total | 768 | 529.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Precedent Wealth Partners LLC
✚
|
TX | 0.5 |
|
BCU Wealth Advisors LLC
✚
|
IL | 0.5 |
|
Northwest Quadrant LLC
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|
OR | 0.5 |
|
Iron Horse Wealth Management LLC
✚
|
IA | 0.5 |
|
Nicollet Investment Management Inc
✚
|
MN | 0.5 |
|
Hudson Value Partners LLC
✚
|
FL | 0.5 |
|
Trunorth Capital Management LLC
✚
|
MI | 0.5 |
|
Global Wealth Management Investment Advisory Inc
✚
|
FL | 0.5 |
|
NIA Impact Advisors LLC
✚
|
0.5 | |
|
Retirement Wellness Group LLC
✚
|
CA | 0.5 |