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| Wise Wealth LLC
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| |
|---|---|
| CRD # | 143421 |
| SEC # | 801-113559 |
| CIK # | |
| AUM | $326.2 MM (2024-03-08) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 816-246-9473 |
| Address | 11 SE 2nd St Lees Summit, MO 64063 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($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) |
|---|---|---|
|
Genesee Capital Advisors LLC
✚
|
NY | 0.3 |
|
Berkeley Inc
✚
|
ID | 0.3 |
|
Abel Hall LLC
✚
|
LA | 0.3 |
|
Anderson & Anderson Advisory LLC
✚
|
WA | 0.3 |
|
Plan A Wealth LLC
✚
|
NE | 0.3 |
|
Ferguson Shapiro LLC
✚
|
GA | 0.3 |
|
Fortiter Wealth Management LLC
✚
|
TX | 0.3 |
|
Quaker Wealth Management LLC
✚
|
NJ | 0.3 |
|
Cambridge Capital Management LLC
✚
|
IL | 0.3 |
|
Markowski Brothers Holding Corporation
✚
|
FL | 0.3 |