WISE PLANNING, INC.

WISE PLANNING, INC. is an SEC-registered investment adviser (CRD 123821). Regulatory assets under management: $610.3M.

Registration

• CRD: 123821
• SEC file number: 801-114999
• Type: Registered investment adviser
• Phone: 847-834-9473
• Latest filing: 2026-02-23
• Regulatory AUM: $610.3M
• Non-discretionary AUM: $610.3M
• Clients: 6
• Accounts: 805

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123821 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search