Wise Wealth, LLC

Wise Wealth, LLC (CRD# 143421) is a financial advisory firm headquartered in Lees Summit, MO. They manage $45,000,000 in 305 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $147,541
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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 - 4 of 4 top financial advisors.
1
Stephen Stricklin
CRD#: 4690440
300 Sw Main Street, Lees Summit, MO 64063
96
Wealthminder
score

Stephen Stricklin (CRD# 4690440) 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. Stephen Stricklin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan A. Dold
CRD#: 5746274
300 Sw Main Street, Lees Summit, MO 64063
93
Wealthminder
score

Jonathan Dold (CRD# 5746274) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 8 years of experience in the finance industry.

3
Samantha M. Compton
CRD#: 6103107
300 Sw Main Street, Lees Summit, MO 64063
81
Wealthminder
score

Samantha Compton (CRD# 6103107) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 5 years of experience in the finance industry.

4
Paul C. Brock
CRD#: 6261579
300 Sw Main Street, Lees Summit, MO 64063
78
Wealthminder
score

Paul Brock (CRD# 6261579) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 4 years of experience in the finance industry.

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