| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey David Ross Control | Managing Member And Chief Compliance Officer | 50-75% | 2018 |
| Ryan Joseph Rourke Control | Managing Member | 25-50% | 2025 |
The Planner's Edge LLC reports $186.7 million in regulatory assets under management on its Form ADV.
The Planner's Edge LLC reports 3 employees.
The Planner's Edge LLC is based in Mercer Island, WA and has been SEC-registered since 2021.
The Planner's Edge LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2737 78th Avenue SE, Suite 103, Mercer Island, WA 98040 |
| Phone | 206-232-4500 |
| Fax | 866-743-4090 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $186.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $186.7M |