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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VOGEL, JEFFRY, ALAN | I | PARTNER / PRESIDENT | D | Control |
| VOGEL, JEFFRY, ALAN | I | PARTNER / PRESIDENT | D | Control |
| VOGEL, JEFFRY, ALAN | I | PARTNER / PRESIDENT | D | Control |
| VOGEL, JEFFRY, ALAN | I | PARTNER / PRESIDENT | D | Control |
| VOGEL, JEFFRY, ALAN | I | PARTNER / PRESIDENT | D | Control |
| VOGEL, JEFFRY, ALAN | I | PARTNER / PRESIDENT | D | Control |
| VOGEL, JEFFRY, ALAN | I | PARTNER / PRESIDENT | D | Control |
| VOGEL, JEFFRY, ALAN | I | PARTNER / PRESIDENT | D | Control |
| VOGEL, JEFFRY, ALAN | I | PARTNER / PRESIDENT | D | Control |
| VOGEL, JEFFRY, ALAN | I | PARTNER / PRESIDENT | D | Control |
| VOGEL, JEFFRY, ALAN | I | PARTNER / PRESIDENT | D | Control |
| VOGEL, JONATHAN, MICHAEL | I | PARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| VOGEL, JONATHAN, MICHAEL | I | PARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| VOGEL, JONATHAN, MICHAEL | I | PARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| VOGEL, JONATHAN, MICHAEL | I | PARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| VOGEL, JONATHAN, MICHAEL | I | PARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| VOGEL, JONATHAN, MICHAEL | I | PARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| VOGEL, JONATHAN, MICHAEL | I | PARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| VOGEL, JONATHAN, MICHAEL | I | PARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| VOGEL, JONATHAN, MICHAEL | I | PARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| VOGEL, JONATHAN, MICHAEL | I | PARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
| VOGEL, JONATHAN, MICHAEL | I | PARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Sep 17, 2025 REGISTERED
Notice Filings (3)
KS NE TX
Address
2820 SW MISSION WOODS DRIVETOPEKA, KS 66614
United States
Phone: 785-228-1234