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| Happy Holidays!! thanks for using AUM13F!! |
| Wise Wealth LLC
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| CRD # | 143421 |
| SEC # | 801-113559 |
| CIK # | |
| AUM | $304.2 M (2025-03-05) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 816-246-9473 |
| Address | 11 SE 2nd St Lees Summit, MO 64063 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 856 | 141.7 |
| (b) Individuals (high net worth individuals) | 97 | 162.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,758 | 304.2 |
| By Discretionary | ||
| Discretionary | 916 | 146.4 |
| Non-Discretionary | 1,842 | 157.7 |
| Total | 2,758 | 304.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.2 | |
| Total | 2,758 | 304.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Validus Growth Investors LLC
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|
CA | 0.3 |
|
Lifespan Financial Strategies Inc
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FL | 0.3 |
|
Veridan Wealth LLC
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OR | 0.3 |
|
Kellett Wealth Advisors LLC
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OH | 0.3 |
|
Lagoda Investment Management LP
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NY | 0.3 |
|
Cultivar Capital Inc
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TX | 0.3 |
|
Strait & Sound Wealth Management LLC
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|
0.3 | |
|
Two Point Capital Management Inc
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|
NY | 0.3 |
|
AJ Advisors LLC
✚
|
TN | 0.3 |
|
Michels Family Financial LLC
✚
|
TX | 0.3 |