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VIAWEALTH, LLC
8700 State Line Rd
Suite 325
Leawood, Kansas 66206
Tel: 844-484-7849
About VIAWEALTH, LLC
VIAWEALTH, LLC, formally registered with the SEC as VIAWEALTH, LLC. The firm was established in 06/11/2020. They have over 2 offices throughout the country.
VIAWEALTH, LLC is a Leawood, Kansas based Financial Planning firm with nearly $241,457,286 assets under management, offering retirement planning & investment advisory services to 338 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309043 |
| SEC# | 801-118904 |
| Assets Managed by Firm | $241,457,286 |
| No. of Clients | 338 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 338 | $241,457,286 |
| Individuals (other than high net worth individuals) | 45 | $20,878,982 |
| High net worth individuals | 46 | $215,892,903 |
| Pension and profit sharing plans | 1 | $4,685,401 |
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|---|---|---|---|
| $217,399,324,981 | 269686 | 1428 | |
| $107,102,338,153 | 57121 | 550 | |
| $81,106,925,484 | 132567 | 1498 | |
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| $24,362,866,552 | 30635 | 353 |
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