SEC Form ADV

THE PLANNER'S EDGE LLC

Registered Investment AdviserWA
$178.7M
Assets Under Management
683
Total Clients
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Registration Details

Accession
CRD-114616
Location
MERCER ISLAND, WA
Filing Date
February 25, 2026
AUM
$178.7M
Total Clients
683
Amendment
No

About this Adviser

THE PLANNER'S EDGE LLC is a registered investment adviser headquartered in MERCER ISLAND, WA, managing approximately $178.7M in assets across 683 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.