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Wise Wealth LLC
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CRD # | 143421 |
SEC # | 801-113559 |
CIK # | |
AUM | $177.4 MM (2023-03-24) |
Employees | 13 (69% Investors, 0% Brokers) |
Phone | 816-246-9473 |
Address | 11 SE 2nd St Lees Summit, MO 64063 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 658 | 107.7 |
(b) Individuals (high net worth individuals) | 55 | 69.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,562 | 177.4 |
By Discretionary | ||
Discretionary | 1,562 | 177.4 |
Non-Discretionary | 0 | 0.0 |
Total | 1,562 | 177.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 177.4 | |
Total | 1,562 | 177.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Madden Advisory Services Inc
✚
|
FL | 0.2 |
Hemming& Wealth Management Inc
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|
MI | 0.2 |
Capital Financial Consultants Group Inc
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|
CA | 0.2 |
MHS Advisory Services LLC
✚
|
MN | 0.2 |
Jack Keeter & Associates Inc
✚
|
CA | 0.2 |
Green Ridge Wealth Planning LLC
✚
|
NJ | 0.2 |
Dreher Investment Services Inc
✚
|
TX | 0.2 |
Gradient Advisors LLC
✚
|
MN | 0.2 |
Hesen & Haslam LLC
✚
|
CA | 0.2 |
Prosperity Advisory Group LLC
✚
|
NY | 0.2 |