DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WISE PLANNING, INC.

CRD 123821

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:43b7754e-9918-d43e-bc04-70ce54e15a6f

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 13, 2019 to Feb 23, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $610MItem 5.F on the latest filing (2026-02-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $610MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $102Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 805
Individual clients: 58
High net worth clients: 145
Custody, client assets: $314M
SEC number: 801-114999
CRD: 123821
Filings on the tape: 21
First filed: Mar 13, 2019
Latest filed: Feb 23, 2026
Organised: Corporation, IL
Website: wiseplanning.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEBORAH ROSE WISE	Certified Financial Planner	Winnetka, IL \| SEATTLE, WA	27	33	n/a	no
KEVIN LUHR O'BRIEN	Certified Financial Planner	SEATTLE, WA \| Belle Mead, NJ	5	13	1	no
ANDREW DONALD HOLTE	n/a	Keene, NH \| SEATTLE, WA	4	19	n/a	no
Albert Barsanti	Certified Financial Planner	SEATTLE, WA \| Vienna, VA	4	10	2	no
Brooke Mackenzie Crawford	Certified Financial Planner	SEATTLE, WA \| York, SC	2	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WISE, DEBORAH, ROSE	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	01/2005	Mar 13, 2019	Feb 22, 2024
FAIRBROOK, ROBERT, JOSEPH	VICE PRESIDENT	Na	no	04/2014	Mar 13, 2019	Feb 22, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 23, 2026	$610M	$0	6	6	1	n/a	n/a
2024	Mar 19, 2025	$529M	$0	6	6	1	n/a	n/a
2023	Feb 22, 2024	$465M	$0	5	5	1	n/a	n/a
2022	Mar 2, 2023	$368M	$0	5	5	1	n/a	n/a
2021	Feb 22, 2022	$363M	$0	5	5	1	n/a	n/a
2020	Feb 11, 2021	$307M	$0	5	5	1	n/a	n/a
2019	Mar 25, 2020	$275M	$0	5	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$610M	$529M	15.3%	$368M	18.3%	6	6	1	1

Relationships

Registered with (7)

← Brooke Mackenzie CrawfordAdvisorregistration: current employment
Jan 4, 2024 to presentfactForm ADV
← Albert BarsantiAdvisorregistration: current employment
Apr 24, 2022 to presentfactForm ADV
← ANDREW DONALD HOLTEAdvisorregistration: current employment
Feb 11, 2022 to presentfactForm ADV
← KEVIN LUHR O'BRIENAdvisorregistration: current employment
Jan 20, 2021 to presentfactForm ADV
← ROBERT JOSEPH FAIRBROOKAdvisorregistration: current employment
Jan 9, 2007 to presentfactForm ADV
← DEBORAH ROSE WISEAdvisorregistration: current employment
Nov 16, 1998 to presentfactForm ADV
← TYLER KALEIIOKALANI FORSYTHEAdvisorregistration: previous registration
Apr 15, 2019 to Jun 9, 2021factForm ADV

Owns (1)

← FAIRBROOK, ROBERT, JOSEPHOwnerVICE PRESIDENT, ownership code NA, individual
Mar 13, 2019 to Feb 22, 2024factForm ADV

Controls (1)

← WISE, DEBORAH, ROSEOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 13, 2019 to Feb 22, 2024factForm ADV

Dated events

Occurred
Mar 13, 2019
First Form ADV filing
Wise Planning, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:43b7754e-9918-d43e-bc04-70ce54e15a6f
First observed: Mar 13, 2019
Last observed: Feb 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WISE PLANNING, INC.

CRD 123821

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:43b7754e-9918-d43e-bc04-70ce54e15a6f

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEBORAH ROSE WISE

Certified Financial Planner

Winnetka, IL | SEATTLE, WA

n/a

KEVIN LUHR O'BRIEN

Certified Financial Planner

SEATTLE, WA | Belle Mead, NJ

ANDREW DONALD HOLTE

n/a

Keene, NH | SEATTLE, WA

n/a

Albert Barsanti

Certified Financial Planner

SEATTLE, WA | Vienna, VA

Brooke Mackenzie Crawford

Certified Financial Planner

SEATTLE, WA | York, SC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WISE, DEBORAH, ROSE

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

01/2005

Mar 13, 2019

Feb 22, 2024

FAIRBROOK, ROBERT, JOSEPH

VICE PRESIDENT

04/2014

Mar 13, 2019

Feb 22, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 23, 2026

$610M

n/a

2024

Mar 19, 2025

$529M

n/a

2023

Feb 22, 2024

$465M

n/a

2022

Mar 2, 2023

$368M

n/a

2021

Feb 22, 2022

$363M

n/a

2020

Feb 11, 2021

$307M

n/a

2019

Mar 25, 2020

$275M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$610M

$529M

15.3%

$368M

18.3%