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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...
Overview
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.
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