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WISE WEALTH, LLC

LEE'S SUMMIT, MO · CRD 143421 · IAPD ↗ · 816-246-9473

$304.2MRegulatory AUM
7Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — WISE WEALTH, LLC (LEE'S SUMMIT, MO) left the SEC roster (was $304.2M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
March 2025 — WISE WEALTH, LLC shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
March 2025 — WISE WEALTH, LLC notice-filed in AZ, DC, IL, NC, NY, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — WISE WEALTH, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — WISE WEALTH, LLC now reports custody of client assets ($190.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — WISE WEALTH, LLC reported RAUM up 84% ($177.4M -> $326.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.