WISE WEALTH, LLC
CRD #143421 SEC #801-113559 LEE'S SUMMIT, MO 816-246-9473
SEC Registered
Total AUM
$304.2M
Discretionary
$304.2M
Employees
10
Clients
0
Accounts
2,758
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $304.2M | $304.2M | $0 | 10 | 0 |
| Mar 2025 | $304.2M | $146.4M | $157.7M | 10 | 0 |
| Mar 2024 | $326.2M | $142.6M | $183.6M | 14 | 0 |
| Jan 2024 | $177.4M | $177.4M | $0 | 13 | 0 |
| May 2023 | $177.4M | $177.4M | $0 | 14 | 0 |
| Apr 2023 | $177.4M | $177.4M | $0 | 12 | 0 |
| Mar 2023 | $177.4M | $177.4M | $0 | 13 | 0 |
| Feb 2022 | $186.1M | $186.1M | $0 | 12 | 0 |
| Oct 2021 | $142M | $142M | $0 | 9 | 0 |
| Aug 2021 | $142M | $142M | $0 | 9 | 0 |
| Feb 2021 | $142M | $142M | $0 | 9 | 0 |
| Feb 2021 | $142M | $142M | $0 | 9 | 0 |
| Dec 2020 | $108.6M | $108.6M | $0 | 9 | 0 |
| Jun 2020 | $108.6M | $108.6M | $0 | 9 | 0 |
| Mar 2020 | $108.6M | $108.6M | $0 | 9 | 0 |
| Jan 2020 | $151.6M | $83M | $68.6M | 8 | 0 |
| Mar 2019 | $151.6M | $83M | $68.6M | 7 | 0 |
| Jan 2019 | $146.3M | $146.3M | $0 | 5 | 0 |
| Dec 2018 | $146.3M | $146.3M | $0 | 5 | 0 |
| Nov 2018 | $146.3M | $146.3M | $0 | 5 | 0 |
| Jun 2018 | $146.3M | $146.3M | $0 | 5 | 0 |
DateAug 2025
Total AUM$304.2M
Discretionary$304.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$304.2M
Discretionary$146.4M
Non-Disc.$157.7M
Employees10
Clients0
DateMar 2024
Total AUM$326.2M
Discretionary$142.6M
Non-Disc.$183.6M
Employees14
Clients0
DateJan 2024
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees13
Clients0
DateMay 2023
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees14
Clients0
DateApr 2023
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees13
Clients0
DateFeb 2022
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees12
Clients0
DateOct 2021
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees9
Clients0
DateDec 2020
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$151.6M
Discretionary$83M
Non-Disc.$68.6M
Employees8
Clients0
DateMar 2019
Total AUM$151.6M
Discretionary$83M
Non-Disc.$68.6M
Employees7
Clients0
DateJan 2019
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees5
Clients0