# Life Wise Planning Group

Life Wise Planning Group 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:** 327236
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327236

## About

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.

## 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.

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- [INGENIQ Capital](https://altss.com/profile/ingeniq-capital)

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Last updated: 2026-07-06T01:24:20.262Z

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