PLANWISER FINANCIAL, LLC
Doing business as PLANWISER FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$169,144,727
Discretionary
$157,758,619
Non-discretionary
$11,386,108
Firm details
- CRD number
- 331675
- SEC file number
- 801-130873
- Main office
- COLORADO SPRINGS, CO, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.