Retirewise Tax And Wealth Advisors, Inc.
Retirewise Tax And Wealth Advisors, Inc. is an SEC-registered mass-market adviser in Topeka, KS with $242.8M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Retirewise Tax And Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284394, SEC 801-129853, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $242.8M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Topeka, KS
- Employees
- 10
- Clients
- 294
- CRD
- 284394
- Ownership
- VOGEL, JEFFRY, ALAN; VOGEL, JONATHAN, MICHAEL; VOGEL, ANDREW, BRENT
How much AUM does Retirewise Tax And Wealth Advisors, Inc. have?
Retirewise Tax And Wealth Advisors, Inc. reported $242.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Retirewise Tax And Wealth Advisors, Inc.?
Disclosed owners and executives of Retirewise Tax And Wealth Advisors, Inc. include VOGEL, JEFFRY, ALAN, VOGEL, JONATHAN, MICHAEL, VOGEL, ANDREW, BRENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.