RIA Intel›Advisers›Kentucky›GEISER WEALTH PLANNING, LLC

GEISER WEALTH PLANNING, LLC

Advisory

KY

Data as of Jan 14, 2026 · Source: SEC Form ADV

Average account

$498K

across 49 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$0

Non-Discretionary AUM$24M

Discretionary %0%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY, PA

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

49 clients

10 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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MICHAEL GERARD BUCK

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