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Building 2WISE WEALTH, LLC

Map pinLEE'S SUMMIT, MO
Phone816-246-9473
NotebookSEC #801-113559
Total AUM
$304.2M
Employees
10
Clients
953

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 SE 2ND ST.
LEE'S SUMMIT
MO 64063
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
816-246-9473
Other Offices
2

ReceiptFinancials

Total AUM
$304.2M
Accounts
2,758
Discretionary
$304.2M
Accounts
2,758
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
856
AUM
$141.7M
HNW Individual Clients
97
AUM
$162.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCODCILKSMAMONCNYOHPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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