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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Retirewise Tax and Wealth Advisors Inc
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|---|---|
| CRD # | 284394 |
| SEC # | 801-129853 |
| CIK # | |
| AUM | $170.1 M (2025-05-07) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 785-228-1234 |
| Address | 2820 SW Mission Woods Drive Topeka, KS 66614 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 43.5 |
| (b) Individuals (high net worth individuals) | 86 | 126.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 672 | 170.1 |
| By Discretionary | ||
| Discretionary | 672 | 170.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 672 | 170.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.1 | |
| Total | 672 | 170.1 |
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|---|---|---|
|
Jamison Hanson Advisors LLC
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OR | 0.2 |
|
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OH | 0.2 |
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FL | 0.2 |
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Entasis Asset Management LLC
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|
Sherclar Inc
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NC | 0.2 |
|
Sound Financial LLC
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0.2 | |
|
Flavin Financial Services Inc
✚
|
FL | 0.2 |
|
Elite Retirement Group Inc
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WI | 0.2 |
|
Winthrop Partners - WNY LLC
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|
NY | 0.2 |
|
Vincimus Capital LLC
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|
CA | 0.2 |