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Wise Wealth, LLC

CRD 143421SEC# 801-113559Lee's Summit, MO
Export (members)
No longer SEC-registered. Wise Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$304.2M
Employees
10
Accounts
2,758
Location
Lee's Summit, MO

Wise Wealth, LLC assets under management

Wise Wealth, LLC is an investment advisory firm registered with the SEC based in Lee's Summit, MO. It reports $304.2 million in regulatory assets under management and employs 10 people.
View on SEC.gov ↗

Wise Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Stephen Stricklin ControlPresident/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Wise Wealth, LLC manage?

Wise Wealth, LLC reports $304.2 million in regulatory assets under management on its Form ADV.

How many employees does Wise Wealth, LLC have?

Wise Wealth, LLC reports 10 employees.

Where is Wise Wealth, LLC located?

Wise Wealth, LLC is based in Lee's Summit, MO.

Does Wise Wealth, LLC disclose fund performance?

Wise Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11 SE 2nd St., Lee's Summit, MO 64063
Office hours9:00 a.m. - 6:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$304.2M
Non-discretionary$0
Total (RAUM)$304.2M