PLAN WISE WEALTH GROUP, LLC

PLAN WISE WEALTH GROUP, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 333706). Regulatory assets under management: $4.3M.

Registration

• CRD: 333706
• Type: Registered investment adviser
• Location: 9998 CROSSPOINT BLVD, INDIANAPOLIS, IN, 46256
• Phone: (317) 759-7328
• Latest filing: 2026-02-16
• Regulatory AUM: $4.3M
• Discretionary AUM: $4.3M
• Clients: 2
• Accounts: 35

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333706 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search