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Life Wise Planning Group LLC

Life Wise Planning Group LLC. CRD 327236

Life Wise Planning Group LLC logo

CRD: 327236

Life Wise Planning Group LLC

Scottsdale, AZ, 85255
4806614071
lwplan.com
$55.0M Total AUM
$55.0M Disc. AUM
-- 3Y CAGR
2 Employees
139 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
American Funds · Charles Schwab & Company · Vanguard
Clients
Retail and Institutional
Platforms
--
Established Date
07-19-2023
Office Locations
1

Office Locations

8700 East Vista Bonita Drive Suite 216 Scottsdale AZ

About Life Wise Planning Group LLC

Life Wise Planning Group, LLC is a Scottsdale, Arizona-based registered investment adviser providing holistic financial planning and investment guidance for individuals, families, and small business owners. The firm focuses on coordinating assets to build and preserve wealth, manage taxes and risk, and plan sustainable retirement income and legacy outcomes. Insurance solutions are available through an affiliated firm (Master Planning Group, Inc.).

Team overview

-- AVG AGE
$27.5M AVG AUM / ADVISOR
$395.4K AVG AUM / CLIENT
2.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Vector Legacy fusion

Client Personas

Vector vital Foundation

Custodian

Horizon insight Catalyst

Investment Themes

Pathway matrix Ridge harbor Matrix focus

Investment Vehicles

Optima Alpha matrix

Services

Oak fusion Crest signal Fusion beacon Crest pioneer Signal Horizon meridian Bridge vector

Owner & Executives

SCOTT DAVID SORUM

SCOTT DAVID SORUM

Chief Compliance Officer, Managing Member

CRD
#2830862
Ownership
75% or more
(854) 360-1018
glacier.peak@peakcapital.com
in linkedin.com/in/zenith-zenith

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Contacts

C

Caleb Allan Bell

--

CRD
#7285314
(466) 462-8865
element.prime@signalcapital.com
in linkedin.com/in/catalyst-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $54,962,560 --
Non-Discretionary $0 --
Total $54,962,560 --

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Separately Managed Accounts

Total SMA Asset: $54,962,560

$55.0M Total SMA
Public Funds:
20.1%
Equity - Exchange:
20.6%
Cash:
35.2%
U.S. Government/Agency:
24.1%
Asset class Assets Assets %
Public Funds $914,748,543 20.1%
Equity - Exchange $937,503,482 20.6%
Cash $1,601,947,698 35.2%
U.S. Government/Agency $1,096,788,054 24.1%
Total $4,550,987,777 100.0%

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