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THE PLANNER'S EDGE LLC

MERCER ISLAND, WA · CRD 114616 · IAPD ↗ · theplannersedge.com · 206-232-4500

$178.7MRegulatory AUM
3Advisory reps
3Employees
1Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — THE PLANNER'S EDGE LLC reported RAUM up 31% ($142.3M -> $186.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — THE PLANNER'S EDGE LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — THE PLANNER'S EDGE LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.