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THE PLANNER'S EDGE LLC
CRD 114616 · SEC 801-120913
2737 78TH AVENUE SE, SUITE 103, MERCER ISLAND, WA, 98040, United States
Phone
206-232-4500
Fax
866-743-4090
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$178.7M
Discretionary AUM
$178.7M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 168 | $70.6M |
| High net worth individuals | 45 | $108.2M |
States served
CA, WA
All web addresses on file
Official SEC filing: View on IAPD