# THE PLANNER'S EDGE LLC

THE PLANNER'S EDGE LLC of MERCER ISLAND, WA is an SEC-registered investment adviser.

## Registration

- CRD: 114616
- Type: SEC-registered investment adviser
- SEC file number: 801-120913
- Location: 2737 78TH AVENUE SE, MERCER ISLAND, WA, 98040
- Phone: 206-232-4500
- Latest filing: 2026-02-25
- Regulatory AUM: $178.7M
- Discretionary AUM: $178.7M
- Clients: 3
- Accounts: 683

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey David Ross | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Ryan Joseph Rourke | MANAGING MEMBER | — |
| ROSS LOREN DAVID | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114616/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114616/similar
- Related entities: https://search.stillhousedata.com/firm/114616/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114616

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.