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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 20, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STRICKLIN, STEPHEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 20, 2025 REGISTERED
Notice Filings (14)
AZ CO DC IL KS MA MO NC NY OH OK PA TX WI
Address
11 SE 2ND ST.LEE'S SUMMIT, MO 64063
United States
Phone: 816-246-9473