WISE WEALTH, LLC

WISE WEALTH, LLC of LEE'S SUMMIT, MO is an SEC-registered investment adviser (CRD 143421). Regulatory assets under management: $304.2M.

Registration

• CRD: 143421
• SEC file number: 801-113559
• Type: Registered investment adviser
• 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)

Branch offices (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143421 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search