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).
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Total Assets Under Management326MILLION
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Total Number of Accounts3,419ACCOUNTS
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Average Account Value$95,406
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, KS, MA, MO, OH, TX
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.
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.
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.
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.
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.
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.
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.