The Planner's Edge LLC
● SEC registered since 2021CRD 114616SEC# 801-120913Mercer Island, WA
Reg. AUM
$178.7M
Employees
3
Accounts
683
Location
Mercer Island, WA
The Planner's Edge LLC assets under management
The Planner's Edge LLC is an SEC-registered investment adviser based in Mercer Island, WA. The firm has been registered since 2021. It reports $178.7 million in regulatory assets under management and employs 3 people.
The Planner's Edge LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey David Ross Control | Managing Member And Chief Compliance Officer | Over 75% | 2018 |
| Ryan Joseph Rourke Control | Managing Member | 10-25% | 2025 |
Frequently asked questions
How much does The Planner's Edge LLC manage?
The Planner's Edge LLC reports $178.7 million in regulatory assets under management on its Form ADV.
How many employees does The Planner's Edge LLC have?
The Planner's Edge LLC reports 3 employees.
Where is The Planner's Edge LLC located?
The Planner's Edge LLC is based in Mercer Island, WA and has been SEC-registered since 2021.
Does The Planner's Edge LLC disclose fund performance?
The Planner's Edge LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2737 78th Avenue SE, Suite 103, Mercer Island, WA 98040 |
| Phone | 206-232-4500 |
| Fax | 866-743-4090 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178.7M▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$178.7Mregulatory AUM
Discretionary $178.7M