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WISE PLANNING, INC.
CRD 123821 · SEC 801-114999
CA, United States
Phone
847-834-9473
Fax
312-577-0403
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$610.3M
Discretionary AUM
$0
Team
6 total employees; 6 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $36.8M |
| High net worth individuals | 145 | $573.5M |
States served
CA, CO, IL, WI, WA
All web addresses on file
Official SEC filing: View on IAPD