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WISE PLANNING, INC.

· CRD 123821 · IAPD ↗ · wiseplanning.com · 847-834-9473

$610.3MRegulatory AUM
6Advisory reps
6Employees
9Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — WISE PLANNING, INC. crossed $500M in regulatory AUM ($465.2M -> $529.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2025 — WISE PLANNING, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — WISE PLANNING, INC. reported RAUM up 26% ($368.5M -> $465.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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