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President and Chief Compliance Officer · Wise Planning, Inc.

Deborah R. Wise

CRD 1631463 · Named on Form ADV at one SEC-registered adviser

At a glance

Wise Planning, Inc., an SEC-registered wealth manager with $610 million in regulatory assets, lists Deborah R. Wise on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Wise Planning, Inc.President and Chief Compliance OfficerWealth manager · United States · $610M in regulatory assets

AtlasMembers

Deborah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Deborah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.