# B.W. Belisle Planning & Strategy Company

B.W. Belisle Planning & Strategy Company is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 168180
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168180

## About

B.W. Belisle Planning & Strategy Company LLC is a state-registered investment adviser with $17 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## People

- B.W. Belisle — Principal

## Questions

### Why is there so little public information about this firm?

The absence of public information is itself a structural feature. Many family offices formed after a liquidity event choose to remain invisible to protect privacy, avoid unsolicited deal flow, and minimize regulatory oversight. The firm's LLC filing in the US provides the minimum public footprint necessary to conduct business while preserving anonymity.

## Related profiles

- [Griggs Capital](https://altss.com/profile/griggs-capital-llc)
- [Jason Tate Financial Consulting](https://altss.com/profile/jason-tate-financial-consulting-llc)

---

Last updated: 2026-07-06T01:24:13.266Z

Canonical page: https://altss.com/profile/bw-belisle-planning-and-strategy-company-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology