COLORADO SPRINGS, COCRD 331675Latest ADV March 31, 2026
Planwiser Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 31, 2026, reports $169M in regulatory assets under management, 4 employees, and 887 accounts.
Assets Under Management
$169M
Employees
4
Offices
--
Total Clients
224
Primary office
COLORADO SPRINGS, CO
3710 SINTON ROAD, SUITE 100, COLORADO SPRINGS, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.2% of total clients.
Top client categories% of clientsClients
1
Individuals
73.2%
164
2
HNWI
21.0%
47
3
Pension Plans
4.0%
9
4
Corporations
1.8%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$169Mas of March 31, 2026
Discretionary93.3%
$158M
93% of total RAUM93.3%
Non-discretionary6.7%
$11M
7% of total RAUM6.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$169M
Total Accounts887
10Y AUM Change+$169M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee56:1
10Y Employee Change+2 (+100.0%)
* 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.