# Plan Wise Wealth Group

Plan Wise Wealth Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 333706
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333706

## About

PLAN WISE WEALTH GROUP, LLC is a state-registered investment adviser in INDIANAPOLIS, IN. The firm manages approximately $4 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at Plan Wise Wealth Group?

There is no publicly disclosed principal or leadership team for Plan Wise Wealth Group. The firm's SEC registration lists a designated chief compliance officer, but specific investment decision-makers are not named publicly.

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Last updated: 2026-07-06T01:24:23.363Z

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