# RetireWise Tax and Wealth Advisors, Inc.

RetireWise Tax and Wealth Advisors, Inc. is a RIA based in Topeka, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Topeka, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** retirewisegroup.com
- **LinkedIn:** https://www.linkedin.com/company/retirewise

## Regulatory record

- **CRD number:** 284394
- **SEC file number:** 801-129853
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284394

## About

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.

## Sectors

- Financial Services

## 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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Last updated: 2026-07-11T12:29:57.000Z

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