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  2. Wise Wealth, LLC

Filings through Oct 24, 2026.

Wise Wealth, LLC

EIN 20-8420967-financial services-Latest filing 2025
Plans
1
Retirement
1
$560K assets
Health & Benefits
0
Participants
20
11 SE 2ND STREET - LEES SUMMIT, MO 64063816-246-9473wisewealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$560K - 20 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WISE WEALTH, LLC 401(K) PLAN

401(k)

Assets$560K
Participants20
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WISE WEALTH, LLC 401(K) PLAN401(k)$560K202025
  • WISE WEALTH, LLC 401(K) PLAN$560K
    #001 · 401(k) · 202520
Retirement plans
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