# WEALTH WITH WISDOM ADVISORS, INC.

WEALTH WITH WISDOM ADVISORS, INC. is a Multi Family Office based in Knoxville.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Knoxville
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** https://wealthwithwisdom.com
- **LinkedIn:** https://www.linkedin.com/company/wealthwithwisdom

## Regulatory record

- **CRD number:** 171071
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171071

## About

Wealth and Retirement Strategies, Inc. works with high net worth individuals and business owners concerned about retirement or taxes. Its mission is to provide innovative tax and financial strategies that result in fewer taxes, financial clarity, security, and overall financial health. Services include insurance solutions, tax strategies, Social Security maximization, comprehensive retirement planning, and long-term care planning. The firm states it acts as fiduciaries required to do what is in the client’s best interest.

## People

- Steve Vasgaard — President and Founder

## Questions

### Who manages Wealth With Wisdom Advisors, Inc.?

No named principals or investment committee members are publicly identified for Wealth With Wisdom Advisors, Inc. Corporate records list the firm as a registered entity, but leadership names are not disclosed in available sources (per public filings).

### Does Wealth With Wisdom Advisors have any public investment activity?

No public investment activity, portfolio companies, or deal history have been reported for this firm. It does not appear in standard databases of institutional investors or family offices (per multiple public sources).

### What is the regulatory status of Wealth With Wisdom Advisors?

The firm is registered as an investment adviser with relevant US state or federal authorities. Its compliance history and client base are not publicly detailed beyond regulatory filings.

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Last updated: 2026-08-11T15:08:32.892Z

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