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LIFE WISE PLANNING GROUP LLC
CRD 327236
8700 EAST VISTA BONITA DRIVE, SUITE 216, SCOTTSDALE, AZ, 85255, United States
Phone
480-661-4071
Fax
480-661-4072
Registration
— (—)
Source
State registered
Total AUM
$55.0M
Discretionary AUM
$55.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $21.3M |
| High net worth individuals | 14 | $30.8M |
| Pension/profit sharing plans | 8 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD