Wise Wealth, LLC is committed to working alongside you to build a solid financial future. Honesty, integrity, and the Golden Rule are at the core of how Wise Wealth operates under the direction of its founder, Stephen Stricklin, CFP®. As an independent, full-service, registered investment advisor firm, Wise Wealth does not represent any particular third-party company or specific financial products, and therefore acts solely in your best interest. The Wise Wealth slogan is "First Wisdom, Then Wealth" - a timeless principle that provides the blueprint for successful wealth management. By utilizing a step-by-step process, we help educate, advise, and prepare our clients for the future. Wise Wealth thrives on Stephen Stricklin's passion for helping others achieve their financial goals.
| Website | http://www.wisewealth.com |
| Revenue | $654000 |
| Employees | View employees |
| Address | 11 SE 2nd St, Lees Summit, Missouri 64063, US |
| Phone | +1 816-246-9473 |
| Industry | Finance General, Finance |
| Competitors | Fidelity Investments, Schwab Advisor Services, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Ellevest, Check Inc. (now Mint Bills) +43 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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Wise Wealth Questions
The Wise Wealth annual revenue was $654000 in 2026.
Wise Wealth is based in Lees Summit, Missouri.
The NAICS codes for Wise Wealth are [5239, 52, 523, 52393].
The SIC codes for Wise Wealth are [628, 62].
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