Investment adviser · CRD 114616
THE PLANNER'S EDGE LLC
Investment adviser filing (IA)
MERCER ISLAND, WA, United States · Form ADV filed Feb 25, 2026
- Regulatory AUM
- $179M Form ADV · Item 5.F
- Client accounts
- 683 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 | 45 | $108,156,898 | 60.5% |
| Individuals | 168 | $70,556,298 | 39.5% |
Filing source
Form ADV 2058144 · Feb 25, 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: Feb 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2737 78TH AVENUE SE, SUITE 103MERCER ISLAND, WA, 98040, United States
CRD 114616
Filing source
Form ADV 2058144 · Feb 25, 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.