LIFE WISE PLANNING GROUP LLC

LIFE WISE PLANNING GROUP LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 327236). Regulatory assets under management: $55.0M.

Registration

• CRD: 327236
• Type: Registered investment adviser
• Location: 8700 EAST VISTA BONITA DRIVE, SCOTTSDALE, AZ, 85255
• Phone: 480-661-4071
• Latest filing: 2026-03-25
• Regulatory AUM: $55.0M
• Discretionary AUM: $55.0M
• Clients: 2
• Accounts: 310

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327236 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search