INVESTEDGE PLANNING

INVESTEDGE PLANNING is an SEC-registered investment adviser (CRD 316167). Regulatory assets under management: $4.8M.

Registration

• CRD: 316167
• Type: Registered investment adviser
• Phone: 858-240-0139
• Latest filing: 2026-07-08
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.8M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316167 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search