Wise Wealth

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Wise Wealth — overview

About

Wise Wealth is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include asset management, financial planning, portfolio management services, and pension consulting services. It gives investment advisory services to individuals, high-net-worth individuals, corporate pensions, profit-sharing plans, taft-hartley plans, charitable institutions, foundations, endowments, and municipalities. In Q4 2025, Wise Wealth was acquired by Wealth Enhancement Group, a Plymouth, Minnesota-based wealth manager.

Wise Wealth - known decision makers (6)

Position	Location	Asset Class
Director of Operations	Lee’s Summit, US	GEN
Director of Tax Services	Lee’s Summit, US	GEN
President and Founder	Lee’s Summit, US	GEN
Senior Financial Advisor	Lee’s Summit, US	GEN
Senior Financial Advisor	Rolla, US	GEN

Showing 5 of 6 known decision makers Wise Wealth

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