RETIREWISE TAX AND WEALTH ADVISORS, INC.
CRD #284394 SEC #801-129853 TOPEKA, KS 785-228-1234
SEC Registered
Total AUM
$170.1M
Discretionary
$170.1M
Employees
9
Clients
101
Accounts
672
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $170.1M | $170.1M | $0 | 9 | 0 |
| Sep 2025 | $170.1M | $170.1M | $0 | 9 | 0 |
| May 2025 | $170.1M | $170.1M | $0 | 9 | 0 |
| Mar 2025 | $170.1M | $170.1M | $0 | 9 | 0 |
| Sep 2024 | $115.3M | $115.3M | $0 | 7 | 53 |
| Jul 2024 | $115.3M | $115.3M | $0 | 7 | 53 |
| Apr 2024 | $115.3M | $115.3M | $0 | 7 | 53 |
| Mar 2024 | $115.3M | $115.3M | $0 | 7 | 53 |
DateSep 2025
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees9
Clients0
DateSep 2025
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees9
Clients0
DateMay 2025
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees9
Clients0
DateSep 2024
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees7
Clients53
DateJul 2024
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees7
Clients53
DateApr 2024
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees7
Clients53
DateMar 2024
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees7
Clients53