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RETIREWISE TAX AND WEALTH ADVISORS, INC.
CRD 284394 · SEC 801-129853
2820 SW MISSION WOODS DRIVE, TOPEKA, KS, 66614, United States
Phone
785-228-1234
Fax
785-271-4949
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$242.8M
Discretionary AUM
$242.8M
Team
10 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $66.1M |
| High net worth individuals | 79 | $170.6M |
| Pension/profit sharing plans | 32 | $6.0M |
States served
KS, NE, TX
All web addresses on file
Official SEC filing: View on IAPD