CRD: 284394
Retirewise TAX AND Wealth Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-20-2016
- Office Locations
- 1
Office Locations
About Retirewise TAX AND Wealth Advisors, Inc.
RetireWise Tax and Wealth Advisors provides holistic retirement planning, combining income, investment, tax, and legacy planning into a structured process (Discover, Design, Build, Live). The firm serves retail clients, including retirees and entrepreneurs, and builds portfolios primarily using mutual funds and ETFs. Custody is supported through Charles Schwab.
Reported data analysis
What the numbers show
Between September 17, 2025 and March 11, 2026, reported AUM increased 42.8%, from $170.1M to $242.8M.
Across 3 reported observations, AUM increased 110.7% between September 24, 2024 and March 11, 2026, from $115.3M to $242.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 294 clients, or 42 clients per representative. That equates to $826.0K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
JONATHAN MICHAEL VOGEL
Chief Compliance Officer, PARTNER, VICE PRESIDENT
- CRD
- #6163358
- Ownership
- 50% but less than 75%
JEFFRY ALAN VOGEL
PARTNER, President
- CRD
- #1633200
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
ZEBADIAH T. ELLIOTT
Financial Advisor, Tax Planning Specialist
- CRD
- #8144326
TYLER PAUL FEIST
Account Manager
- CRD
- #7732689
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,850,000 | $248,059 |
| Non-Discretionary | $0 | -- |
| Total | $242,850,000 | $248,059 |
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Separately Managed Accounts
SMA allocation detail is available
Retirewise TAX AND Wealth Advisors, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.