Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > kansas > leawood > VIAWEALTH, LLC
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 |
More Retirement Planning firms in Leawood, Kansas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $107,102,338,153 | 57121 | 550 | |
| $81,106,925,484 | 132567 | 1498 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $22,544,205,893 | 149 | 56 |
| $15,083,813,669 | 14421 | 68 | |
| $7,212,926,049 | 5032 | 40 |
Explore More Retirement Advisors in Leawood, Kansas