THE PLANNER'S EDGE LLC
CRD #114616 SEC #801-120913 MERCER ISLAND, WA 206-232-4500
SEC Registered
Total AUM
$186.7M
Discretionary
$186.7M
Employees
3
Clients
101
Accounts
694
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $186.7M | $186.7M | $0 | 3 | 0 |
| Mar 2025 | $186.7M | $186.7M | $0 | 3 | 0 |
| Mar 2024 | $142.3M | $142.3M | $0 | 2 | 4 |
| Feb 2023 | $128.5M | $128.5M | $0 | 3 | 0 |
| Feb 2022 | $147.9M | $147.9M | $0 | 3 | 0 |
| May 2021 | $127.1M | $127.1M | $0 | 3 | 0 |
| Mar 2021 | $127.1M | $127.1M | $0 | 3 | 0 |
DateApr 2025
Total AUM$186.7M
Discretionary$186.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$186.7M
Discretionary$186.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients4
DateFeb 2023
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees3
Clients0