Wise Wealth, LLC

Wise Wealth, LLC (CRD# 143421) is a financial advisory firm headquartered in Lees Summit, MO. They manage $326,194,407 in 3,419 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

11 Se 2nd St., Lees Summit, MO 64063

http://www.twitter.com/wisewealthllc

By the Numbers

Total Assets Under Management

326

MILLION
Total Number of Accounts

3,419

ACCOUNTS
Average Account Value

$95,406

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CO, KS, MA, MO, OH, TX

Financial Advisors at Wise Wealth, LLC

Showing 1 - 8 of 8 top financial advisors.

1

CRD#: 6261579

11 Se 2nd St., Lees Summit, MO 64063

Paul Brock (CRD# 6261579) 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.

2

Samantha M. Compton

CRD#: 6103107

11 Se 2nd St., Lees Summit, MO 64063

Samantha Compton (CRD# 6103107) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 11 years of experience in the finance industry.

3

Melissa D. Daigle

CRD#: 2595810

11 Se 2nd St., Lees Summit, MO 64063

Melissa Daigle (CRD# 2595810) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 29 years of experience in the finance industry.

4

Jonathan A. Dold

CRD#: 5746274

11 Se 2nd St., Lees Summit, MO 64063

Jonathan Dold (CRD# 5746274) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 14 years of experience in the finance industry.

5

CRD#: 5582004

11 Se 2nd St., Lees Summit, MO 64063

Wise Wealth is a full-service, fiduciary financial planning firm. We understand that retirement is complicated and each situation is unique. That's why we take time upfront to understand you and what you're trying to accomplish.

Having a plan can help bring confidence and peace for your retirement. We work with you to craft your retirement plan and help you put it into motion so that you can enjoy a successful retirement.

6

CRD#: 2074727

11 Se 2nd St., Lees Summit, MO 64063

Mark Riefer (CRD# 2074727) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 33 years of experience in the finance industry.

7

Stephen Stricklin

CRD#: 4690440

11 Se 2nd St., Lees Summit, MO 64063

Stephen Stricklin (CRD# 4690440) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 20 years of experience in the finance industry.

8

Brian K. Wronko

CRD#: 5260160

301 Commerce Street, Suite 2100, Fort Worth, TX 76102

Brian Wronko (CRD# 5260160) is an Investment Advisor Representative working at Wise Wealth, LLC in Fort Worth, TX and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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