$169.1M Total AUM
$157.8M Disc. AUM
-- 3Y CAGR
4 Employees
228 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-05-2024
- Office Locations
- 1
Office Locations
3710 Sinton Road Suite 100 Colorado Springs CO
About Planwiser Financial
PlanWiser Financial, LLC is a registered investment adviser providing fiduciary financial planning, portfolio management, and retirement planning. Tax planning and preparation are available through its affiliated PlanWiser Tax, with insurance services offered as an outside business activity. Reported SMA assets are primarily in public funds and ETFs, and custody is reported with Charles Schwab.
Team overview
45 AVG AGE
$84.6M AVG AUM / ADVISOR
$741.9K AVG AUM / CLIENT
1.8 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ember Fusion meridian Crest quantum
Custodian
Peak unison Insight ember Vertex
Investment Themes
Unison capital Atlas Atlas Peak pioneer
Investment Vehicles
Vector Vertex horizon
Platform
Unison Peak peak
Services
Vector momentum Element ridge Insight Meridian radial Vector focus Vector ember Vertex peak Momentum delta
Owner & Executives
Joel Robert Top
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4870706
- Ownership
- 75% or more
(807) 777-7772
capital.delta@atlascapital.com
in linkedin.com/in/signal-value
Showing 1 of 1 owners & executives
Unlock allContacts
J
James Edward Mulzer II
--
- CRD
- #6834460
(280) 278-2508
zenith.alpha@vertexcapital.com
in linkedin.com/in/crest-radial
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,758,619 | $179,680 |
| Non-Discretionary | $11,386,108 | $1,265,123 |
| Total | $169,144,727 | $190,693 |
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Separately Managed Accounts
Total SMA Asset: $169,144,727
Public Funds:
6.7% Equity - Exchange:
25.3% Other:
30.9% Cash:
8.4% Equity - OTC:
28.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $36,864,645 | 6.7% |
| Equity - Exchange | $139,205,302 | 25.3% |
| Other | $170,017,542 | 30.9% |
| Cash | $46,218,361 | 8.4% |
| Equity - OTC | $157,912,734 | 28.7% |
| Total | $550,218,584 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON RADIAL VALUE | BRIDGE BEACON | PKNZW318B | DOWE | 3.50% | $114,165,268 |
| BEACON WAVE OPTIMA | ELEMENT VERTEX | G4XOWCG08 | JFQIE | 2.31% | $16,900,341 |
| GLACIER OAK | VALUE ELEMENT | 2L23HBJJZ | BKT | 6.96% | $24,197,297 |
| HORIZON CREST RIDGE | DELTA UNISON | SITVJZEFB | PENEK | 0.73% | $79,791,443 |
| VERTEX RADIAL | ELEMENT QUANTUM | H17X1SZGF | DDWMT | 5.69% | $56,701,615 |
| ZENITH RADIAL | OAK PIONEER | YZWZ94SGT | WVRP | 9.82% | $18,095,743 |
| SUMMIT TIMBER | FOCUS PIONEER | NNK5Y2VO8 | PWITE | 9.84% | $30,479,722 |
| PRIME VITAL NORTH | SUMMIT CREST | WY9WW36FJ | HXOIA | 5.64% | $86,251,732 |