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Partner · Retirewise Tax and Wealth Advisors, Inc.

Andrew B. Vogel

CRD 7954006 · Named on Form ADV at one SEC-registered adviser

At a glance

Retirewise Tax and Wealth Advisors, Inc., an SEC-registered wealth manager based in Topeka, KS with $243 million in regulatory assets, lists Andrew B. Vogel on its Form ADV as Partner.

Firms and roles

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Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jeffry A. VogelPartner / President, Retirewise Tax and Wealth Advisors, Inc.
  • Jonathan M. VogelPartner / Vice President / Chief Compliance Officer, Retirewise Tax and Wealth Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.