Retirewise Tax and Wealth Advisors, Inc.
● SEC registered since 2024CRD 284394SEC# 801-129853Topeka, KS
Reg. AUM
$242.9M
Employees
10
Accounts
979
Location
Topeka, KS
Retirewise Tax and Wealth Advisors, Inc. assets under management
Retirewise Tax and Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Topeka, KS. The firm has been registered since 2024. It reports $242.9 million in regulatory assets under management and employs 10 people.
Retirewise Tax and Wealth Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Brent Vogel | Partner | 5-10% | 2026 |
| Jeffry Alan Vogel Control | Partner / President | 25-50% | 2016 |
| Jonathan Michael Vogel Control | Partner / Vice President / Chief Compliance Officer | 50-75% | 2017 |
Frequently asked questions
How much does Retirewise Tax and Wealth Advisors, Inc. manage?
Retirewise Tax and Wealth Advisors, Inc. reports $242.9 million in regulatory assets under management on its Form ADV.
How many employees does Retirewise Tax and Wealth Advisors, Inc. have?
Retirewise Tax and Wealth Advisors, Inc. reports 10 employees.
Where is Retirewise Tax and Wealth Advisors, Inc. located?
Retirewise Tax and Wealth Advisors, Inc. is based in Topeka, KS and has been SEC-registered since 2024.
Does Retirewise Tax and Wealth Advisors, Inc. disclose fund performance?
Retirewise Tax and Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2820 SW Mission Woods Drive, Topeka, KS 66614 |
| Phone | 785-228-1234 |
| Fax | 785-271-4949 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$242.9M▲ 43%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$242.9Mregulatory AUM
Discretionary $242.9M