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| Keyboard |
| Wise Wealth LLC
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|---|---|
| CRD # | 143421 |
| SEC # | 801-113559 |
| CIK # | |
| AUM | 304.2 M (2025-08-20) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 816-246-9473 |
| Address | 11 SE 2nd St Lees Summit, MO 64063 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [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 | 2,758 | 304.2 |
| Non-Discretionary | 0 | 0.0 |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Future Finances Inc
✚
|
OH | 304.6 M |
|
Hergenroeder Financial Advisors Inc
✚
|
MD | 304.5 M |
|
Nautilus Advisors LLC
✚
|
CA | 304.3 M |
|
Vestment Financial LLC
✚
|
MN | 304.3 M |
|
Oakwood Capital Inc
✚
|
MN | 304.2 M |
|
Thryve Wealth Management LLC
✚
|
CA | 304.0 M |
|
Signature Resources Capital Management LLC
✚
|
CA | 303.9 M |
|
GBC Investment Group LLC
✚
|
303.9 M | |
|
Guilbault Capital LLC
✚
|
LA | 303.8 M |
|
Ceera Investments LLC
✚
|
303.7 M |