RIA Intel›Advisers›Arizona›LIFE WISE PLANNING GROUP LLC

LIFE WISE PLANNING GROUP LLC

Advisory

SCOTTSDALE, AZ

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in AZ

#367

of 387 advisers by AUM

Average account

$177K

across 310 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients139

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, WI

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

139 clients

14 high-net-worth

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

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