Retirewise Tax and Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Topeka, KS. Its latest Form ADV filing, dated March 11, 2026, reports $243M in regulatory assets under management, 10 employees, 1 office, and 979 accounts.
Assets Under Management
$243M
Employees
10
Offices
1 office
Total Clients
294
Primary office
TOPEKA, KS
2820 SW MISSION WOODS DRIVE, TOPEKA, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.2% of total clients.
Top client categories% of clientsClients
1
Individuals
62.2%
183
2
HNWI
26.9%
79
3
Pension Plans
10.9%
32
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$243Mas of March 11, 2026
Discretionary100.0%
$243M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$243M
Total Accounts979
10Y AUM Change+$128M (+110.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee29:1
10Y Employee Change+3 (+42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.