$24.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-15-2024
- Office Locations
- 1
Office Locations
-- Lexington KY
About Geiser Wealth Planning, LLC
Geiser Wealth Planning, LLC is a Lexington, KY-based wealth planning firm providing financial planning, including retirement, tax and estate planning, insurance, and portfolio construction. The practice emphasizes asset allocation and risk management using public funds, ETFs, mutual funds, and fixed income. Prospects can schedule an initial consultation online (Calendly), and the firm reports custody through Charles Schwab.
Team overview
57 AVG AGE
$24.4M AVG AUM / ADVISOR
$498.5K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ERIK PAUL GEISER
Chief Compliance Officer
- CRD
- #2792417
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,425,572 | -- |
| Total | $24,425,572 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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