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Planwiser Financial, LLC

● SEC registered since 2024CRD 331675SEC# 801-130873Colorado Springs, CO
Export (members)
Reg. AUM
$134.1M
Employees
5
Accounts
907
Location
Colorado Springs, CO

Planwiser Financial, LLC assets under management

Planwiser Financial, LLC is a registered investment adviser overseen by the SEC based in Colorado Springs, CO. The firm has been registered since 2024. It reports $134.1 million in regulatory assets under management and employs 5 people.
www.planwiser.comView on SEC.gov ↗

Planwiser Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Joel Robert Top ControlPresident & CcoOver 75%2019

Frequently asked questions

How much does Planwiser Financial, LLC manage?

Planwiser Financial, LLC reports $134.1 million in regulatory assets under management on its Form ADV.

How many employees does Planwiser Financial, LLC have?

Planwiser Financial, LLC reports 5 employees.

Where is Planwiser Financial, LLC located?

Planwiser Financial, LLC is based in Colorado Springs, CO and has been SEC-registered since 2024.

Does Planwiser Financial, LLC disclose fund performance?

Planwiser Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address620 S Cascade Ave, Suite 300, Colorado Springs, CO 80903
Phone719-822-0808
Office hours8a.m.-4:30p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134.1M
Non-discretionary$0
Total (RAUM)$134.1M