WISE STEWARDSHIP FINANCIAL PLANNING, LLC

WISE STEWARDSHIP FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 299721). Regulatory assets under management: $27.4M.

Registration

• CRD: 299721
• Type: Registered investment adviser
• Phone: 857-209-8437
• Latest filing: 2026-03-13
• Regulatory AUM: $27.4M
• Discretionary AUM: $27.4M
• Clients: 3
• Accounts: 164

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299721 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search