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Life Wise Planning Group
LIFE WISE PLANNING GROUP LLC is a state-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $55 million in regulatory assets.
Life Wise Planning Group
LIFE WISE PLANNING GROUP LLC is a state-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $55 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Who runs investment decisions at Life Wise Planning Group?
No principal or investment decision-maker is named in public filings, press coverage, or the firm's own disclosures. The entity's LLC registration does not require public identification of managing members in a way that reveals investment-committee structure.
Does Life Wise Planning Group participate in fund commitments or only direct deals?
Neither direct deal participation nor fund commitment activity has been publicly reported. Without disclosure from the firm, its investment structure — whether direct, fund-of-funds, co-investment, or a mix — cannot be verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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