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PLAN WISE WEALTH GROUP, LLC

CRD 333706

Visit website

9998 CROSSPOINT BLVD, SUITE 320, INDIANAPOLIS, IN, 46256, United States

Phone

(317) 759-7328

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$4.3M

Discretionary AUM

$4.3M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals22$4.3M

All web addresses on file

Official SEC filing: View on IAPD