Wise Wealth, LLC

Wise Wealth, LLC (CRD# 143421) is a financial advisory firm headquartered in Lees Summit, MO. They manage $35,000,000 in 327 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    327
    ACCOUNTS
  • Average Account Value
    $107,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Wise Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stephen Stricklin
CRD#: 4690440
300 Sw Main Street, Lees Summit, MO 64063
93
Wealthminder
score

Stephen Stricklin (CRD# 4690440) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 13 years of experience in the finance industry.

2
Brian L. Taylor
CRD#: 4337776
300 Sw Main Street, Lees Summit, MO 64063
93
Wealthminder
score

Brian Taylor (CRD# 4337776) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 10 years of experience in the finance industry.

3
Paul C. Brock
CRD#: 6261579
300 Sw Main Street, Lees Summit, MO 64063
77
Wealthminder
score

Paul Brock (CRD# 6261579) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 3 years of experience in the finance industry.

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