# WISE WEALTH, LLC

WISE WEALTH, LLC of LEE'S SUMMIT, MO is an SEC-registered investment adviser.

## Registration

- CRD: 143421
- Type: SEC-registered investment adviser
- SEC file number: 801-113559
- Location: 11 SE 2ND ST., LEE'S SUMMIT, MO, 64063
- Phone: 816-246-9473
- Latest filing: 2025-08-20
- Regulatory AUM: $304.2M
- Discretionary AUM: $304.2M
- Clients: 10
- Accounts: 2,758

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Stricklin | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| STRICKLIN STEPHEN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LIBERTY | MO | 1 | 816-246-9473 |
| ROLLA | MO | 1 | 573-426-5775 |
| LIBERTY | MO | 1 | 816-246-9473 |
| ROLLA | MO | 1 | 573-426-5775 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143421/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143421/similar
- Related entities: https://search.stillhousedata.com/firm/143421/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143421

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.