RETIREWISE TAX AND WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$242,850,000
Discretionary
$242,850,000
Non-discretionary
$0
Firm details
- CRD number
- 284394
- SEC file number
- 801-129853
- Main office
- TOPEKA, KS, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.