# Wise Wealth

Wise Wealth is a Bank / Wealth / Trust based in Phoenix, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Phoenix, United States
- **Region:** North America
- **Address:** Lee's Summit, MO, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** wisewealth.com
- **LinkedIn:** https://www.linkedin.com/company/wisewealth9

## Regulatory record

- **CRD number:** 311639
- **SEC file number:** 801-129659
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311639

## About

Jerry Wise established Wise Wealth as a Missouri-chartered registered investment advisor in 2007, positioning the firm to serve clients across the Kansas City metropolitan area from its Lee's Summit headquarters. The practice grew from an individual advisory book into a multi-advisor firm managing assets for high-net-worth families, corporate pension plans, and municipal entities. Wise Wealth's founding coincided with the post-financial-crisis shift among retail investors toward fiduciary advisors, a tailwind that shaped its early client-acquisition strategy. The firm deploys assets across equities, fixed income, and real estate investment trusts, with tactical tilts managed through exchange-traded funds and institutional share-class mutual funds. Wise Wealth constructs model portfolios in-house, typically allocating across large-cap domestic equity, international developed markets, emerging-market debt, and investment-grade corporate bonds. The firm does not operate proprietary funds or offer alternative investments directly — portfolio construction relies on Dimensional Fund Advisors, Vanguard, and BlackRock products as core building blocks. Geographic exposure spans US and ex-US developed markets, with minimal direct emerging-market equity positions. Wise Wealth functions as a boutique practice serving an estimated several hundred households alongside a modest institutional book that includes corporate retirement plans and municipal accounts. The firm maintains a single location in Lee's Summit, serving clients throughout Jackson County and the broader Kansas City metro. The advisory team operates under a flat organizational structure without separately branded philanthropic vehicles or family-office service lines. Unlike national wealth managers that push in-house products, Wise Wealth's fee-only fiduciary model means the firm earns no revenue from fund manufacturers or trading spreads — advisory fees are the sole income source. This regulatory posture, formalized through its SEC registration, creates a structural alignment with client outcomes that commission-based competitors in the regional Midwest market cannot match.

## Questions

### How is Wise Wealth compensated?

Wise Wealth operates strictly as a fee-only registered investment advisor, charging clients a percentage of assets under management rather than earning commissions on product sales. This means the firm receives no revenue-sharing payments from mutual fund companies, broker-dealers, or insurance providers. The fee-only structure is disclosed in the firm's Form ADV filed with the SEC.

### What types of clients does Wise Wealth serve?

The firm serves individual high-net-worth households, corporate pension plans, and municipal entities, primarily across the Kansas City metropolitan area. Its book is split between private wealth management for families and institutional advisory for retirement plans. The firm maintains its single office in Lee's Summit, Missouri.

## Related profiles

- [Wise Planning](https://altss.com/profile/wise-planning)
- [Wise Wealth Management](https://altss.com/profile/wise-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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