MERCER ISLAND, WACRD 114616Latest ADV February 25, 2026
The Planner'S Edge LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mercer Island, WA. Its latest Form ADV filing, dated February 25, 2026, reports $179M in regulatory assets under management, 3 employees, 2 offices, and 683 accounts.
Assets Under Management
$179M
Employees
3
Offices
2 offices
Total Clients
213
Primary office
MERCER ISLAND, WA
2737 78TH AVENUE SE, SUITE 103, MERCER ISLAND, WA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
168
2
HNWI
21.1%
45
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$179Mas of February 25, 2026
Discretionary100.0%
$179M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$179M
Total Accounts683
10Y AUM Change+$52M (+40.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee71:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.