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Wise Wealth, LLC

EST. AUM
$304,176,037

CONTACTS
5

CLIENT ACCOUNTS
2,758

Firm Details

Metro area Kansas City
CRD Number 143421
Website wisewealth.com
Client types

Overview

Wise Wealth is an independent, full-service, faith-based financial planning firm. The firm's name and motto, "First Wisdom, Then Wealth," are inspired by Proverbs 24:3-4: "Through wisdom a house is built, and by understanding it is established; by knowledge the rooms are filled with all precious and pleasant riches." This biblical foundation shapes Wise Wealth's mission: "To guide investors on the path to financial significance - where they are free to give and serve and enjoy life like never before."

Platform Details

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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