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Retirewise Tax and Wealth Advisors, Inc.

● SEC registered since 2024CRD 284394SEC# 801-129853Topeka, KS
Export (members)
Reg. AUM
$170.1M
Employees
9
Accounts
672
Location
Topeka, KS

Retirewise Tax and Wealth Advisors, Inc. assets under management

Retirewise Tax and Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Topeka, KS. The firm has been registered since 2024. It reports $170.1 million in regulatory assets under management and employs 9 people.
www.facebook.com/retirewisepathView on SEC.gov ↗

Retirewise Tax and Wealth Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffry Alan Vogel ControlPartner / President50-75%2016
Jonathan Michael Vogel ControlPartner / Vice President / Chief Compliance Officer50-75%2017

Frequently asked questions

How much does Retirewise Tax and Wealth Advisors, Inc. manage?

Retirewise Tax and Wealth Advisors, Inc. reports $170.1 million in regulatory assets under management on its Form ADV.

How many employees does Retirewise Tax and Wealth Advisors, Inc. have?

Retirewise Tax and Wealth Advisors, Inc. reports 9 employees.

Where is Retirewise Tax and Wealth Advisors, Inc. located?

Retirewise Tax and Wealth Advisors, Inc. is based in Topeka, KS and has been SEC-registered since 2024.

Does Retirewise Tax and Wealth Advisors, Inc. disclose fund performance?

Retirewise Tax and Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2820 SW Mission Woods Drive, Topeka, KS 66614
Phone785-228-1234
Fax785-271-4949
Office hours8:30 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$170.1M
Non-discretionary$0
Total (RAUM)$170.1M