PLANWISER FINANCIAL, LLC
Legal name: PLANWISER FINANCIAL
CRD #331675 SEC #801-130873 COLORADO SPRINGS, CO 719-822-0808
SEC Registered
Total AUM
$134.1M
Discretionary
$134.1M
Employees
5
Clients
10
Accounts
907
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $134.1M | $134.1M | $0 | 5 | 0 |
| Mar 2025 | $134.1M | $134.1M | $0 | 5 | 0 |
| Nov 2024 | $137.2M | $135.1M | $2.2M | 2 | 0 |
| Oct 2024 | $0 | $0 | $0 | 2 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$137.2M
Discretionary$135.1M
Non-Disc.$2.2M
Employees2
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0