PLANWISER FINANCIAL, LLC

PLANWISER FINANCIAL, LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 331675). Regulatory assets under management: $169.1M.

Registration

• CRD: 331675
• SEC file number: 801-130873
• Type: Registered investment adviser
• Location: 3710 SINTON ROAD, SUITE 100, COLORADO SPRINGS, CO, 80907
• Phone: 719-822-0808
• Latest filing: 2026-07-08
• Regulatory AUM: $169.1M
• Discretionary AUM: $157.8M
• Non-discretionary AUM: $11.4M
• Clients: 4
• Accounts: 887

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331675 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search