WISE PLANNING, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $610.3M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $610.3M |
| Client Accounts | 805 |
| Avg Account Size | $758K |
| Employees | 6 |
| Peak AUM | $610.3MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $610M | +31.2% | +18.4% | +14.7% | |
| Non-Disc. AUM | $610M | ||||
Key Metrics
| Total AUM | $610.3M |
| Discretionary | $0 |
| Employees | 6 |
| Client Accounts | 805 |
| Client Range | 101-250 |
Contact & Location
Phone
847-834-9473
Filing History
21 ADV Part 1 submissions
Fee Structure
HourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$610M
100.0% of AUM
Disc. mix ▲ 0.0pp 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
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported