Investment adviser · CRD 331675
PLANWISER FINANCIAL
Investment adviser filing (IA)
PLANWISER FINANCIAL, LLC
COLORADO SPRINGS, CO, United States · Form ADV filed Sep 4, 2026
- Regulatory AUM
- $169M Form ADV · Item 5.F
- Client accounts
- 887 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 47 | $77,951,760 | 46.1% |
| Individuals | 164 | $73,395,262 | 43.4% |
| Retirement plans | 9 | $11,386,108 | 6.7% |
| Corporations & businesses | Fewer than 5 | $6,411,597 | 3.8% |
Filing source
Form ADV 2122113 · Sep 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3710 SINTON ROAD, SUITE 100COLORADO SPRINGS, CO, 80907, United States
CRD 331675
Filing source
Form ADV 2122113 · Sep 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.