Wise Wealth, LLC
CRD 143421SEC# 801-113559Lee's Summit, MO
No longer SEC-registered. Wise Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$304.2M
Employees
10
Accounts
2,758
Location
Lee's Summit, MO
Wise Wealth, LLC assets under management
Wise Wealth, LLC is an investment advisory firm registered with the SEC based in Lee's Summit, MO. It reports $304.2 million in regulatory assets under management and employs 10 people.
Wise Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Stricklin Control | President/Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Wise Wealth, LLC manage?
Wise Wealth, LLC reports $304.2 million in regulatory assets under management on its Form ADV.
How many employees does Wise Wealth, LLC have?
Wise Wealth, LLC reports 10 employees.
Where is Wise Wealth, LLC located?
Wise Wealth, LLC is based in Lee's Summit, MO.
Does Wise Wealth, LLC disclose fund performance?
Wise Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11 SE 2nd St., Lee's Summit, MO 64063 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$304.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$304.2Mregulatory AUM
Discretionary $304.2M