PLANWISER FINANCIAL, LLC
DBA: PLANWISER FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $169.1M |
| Discretionary | $157.8M93% of AUM |
| Non-Discretionary | $11.4M |
| Client Accounts | 887 |
| Avg Account Size | $191K |
| Employees | 4 |
| Peak AUM | $169.1MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $169M | +26.1% | — | — | |
| Discretionary AUM | $158M | ||||
Key Metrics
| Total AUM | $169.1M |
| Discretionary | $157.8M |
| Employees | 4 |
| Client Accounts | 887 |
| Client Range | 1-10 |
Contact & Location
Address
3710 SINTON ROAD
COLORADO SPRINGS CO 80907
Phone
719-822-0808
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$158M
93.3% of AUM
Non-Discretionary
$11M
6.7% of AUM
Disc. mix ▼ 6.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Commodity Pool Operator
Related Entities (Item 7)
Insurance Company