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PLANWISER FINANCIAL

PLANWISER FINANCIAL, LLC

CRD 331675 · SEC 801-130873

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3710 SINTON ROAD, SUITE 100, COLORADO SPRINGS, CO, 80907, United States

Phone

719-822-0808

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$169.1M

Discretionary AUM

$157.8M

Team

4 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals164$73.4M
High net worth individuals47$78.0M
Pension/profit sharing plans9$11.4M
Corporations/business entities4$6.4M

States served

AZ, CA, CO, LA, MA, NE, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD