Key facts
- THE PLANNER'S EDGE LLC is a other based in MERCER ISLAND, WA.
- THE PLANNER'S EDGE LLC reports $1.5M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 114616- Regulatory AUM
- $1.5M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- MERCER ISLAND, WA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for THE PLANNER'S EDGE LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is THE PLANNER'S EDGE LLC's AUM?
- THE PLANNER'S EDGE LLC manages approximately $1.5M in assets.