Updated:
RetireWise Tax and Wealth Advisors, Inc.
Retirewise Tax and Wealth Advisors, Inc. is an SEC-registered investment adviser in Topeka, Kansas, registered since 2024. The firm manages approximately $243...
RetireWise Tax and Wealth Advisors, Inc.
Retirewise Tax and Wealth Advisors, Inc. is an SEC-registered investment adviser in Topeka, Kansas, registered since 2024. The firm manages approximately $243 million in regulatory assets. It employs 10 staff members and 7 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Topeka
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at RetireWise Tax and Wealth Advisors?
The firm's leadership and investment committee members are not publicly named. As a registered investment advisor, investment decisions are presumed to be made by a team of advisors and compliance officers, though specific names are not disclosed in public filings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: