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PLANWISER FINANCIAL
Legal name: PLANWISER FINANCIAL, LLC
CRD 331675File 801-130873
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$169.1M
Bottom 25% of cohort (national)
Discretionary AUM
$157.8M
Non-discretionary $11.4M
Clients
224
887 accounts
Employees
4
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 5, 2024
- Principal office
- 3710 SINTON ROAD, SUITE 100, COLORADO SPRINGS, CO, 80907
- Phone
- 719-822-0808
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.1M
- Discretionary AUM
- $157.8M
- Non-discretionary AUM
- $11.4M
- Discretionary accounts
- 878
- Non-discretionary accounts
- 9
- Total accounts
- 887
- AUM per client
- $755K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.4M |
| High net worth individuals | 47 | $78.0M |
| Pension and profit sharing plans | 9 | $11.4M |
| Individuals (other than high net worth individuals) | 164 | $73.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.