B.W. BELISLE PLANNING & STRATEGY COMPANY LLC

B.W. BELISLE PLANNING & STRATEGY COMPANY LLC is an SEC-registered investment adviser (CRD 168180). Regulatory assets under management: $16.6M.

Registration

• CRD: 168180
• Type: Registered investment adviser
• Phone: (802) 578-2377
• Latest filing: 2026-03-03
• Regulatory AUM: $16.6M
• Non-discretionary AUM: $16.6M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168180 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search