The Estate Planners Group LLC
● SEC registered since 2017CRD 124418SEC# 801-110033Yardley, PA
Reg. AUM
$422.1M
Employees
5
Accounts
342
Location
Yardley, PA
The Estate Planners Group LLC assets under management
The Estate Planners Group LLC operates as an SEC-registered investment adviser based in Yardley, PA. The firm has been registered since 2017. It reports $422.1 million in regulatory assets under management and employs 5 people.
The Estate Planners Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Wayne Loesser Control | Chief Executive Officer, Founder, And Managing Member | Over 75% | 2002 |
| Jeffrey Michael Loesser Control | Chief Investment Officer | Under 5% | 2025 |
| Katherine Kirkner Control | Chief Compliance Officer And Chief Operations Officer | Under 5% | 2025 |
Frequently asked questions
How much does The Estate Planners Group LLC manage?
The Estate Planners Group LLC reports $422.1 million in regulatory assets under management on its Form ADV.
How many employees does The Estate Planners Group LLC have?
The Estate Planners Group LLC reports 5 employees.
Where is The Estate Planners Group LLC located?
The Estate Planners Group LLC is based in Yardley, PA and has been SEC-registered since 2017.
Does The Estate Planners Group LLC disclose fund performance?
The Estate Planners Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 37 S. Delaware Avenue, Suite 1, Yardley, PA 19067 |
| Phone | 215-321-4410 |
| Fax | 215-321-4405 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$422.1M▲ 17%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$422.1Mregulatory AUM
Discretionary $421.6MNon-discretionary $495K