| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Rose Wise Control | President And Chief Compliance Officer | Over 75% | 2005 |
| Robert Joseph Fairbrook | Vice President | Under 5% | 2014 |
Wise Planning, Inc. reports $529.4 million in regulatory assets under management on its Form ADV.
Wise Planning, Inc. reports 6 employees.
Wise Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 847-834-9473 |
| Fax | 312-577-0403 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $529.4M |
| Total (RAUM) | $529.4M |