RIA Intel›Advisers›Vermont›B.W. BELISLE PLANNING & STRATEGY COMPANY LLC

B.W. BELISLE PLANNING & STRATEGY COMPANY LLC

Advisory

VT

Data as of Mar 3, 2026 · Source: SEC Form ADV

Average account

$552K

across 30 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$0

Non-Discretionary AUM$17M

Discretionary %0%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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