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 $181,735,000 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 309043 |
| SEC# | 801-118904 |
| Assets Managed by Firm | $181,735,000 |
| No. of Clients | 292 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 292 | $181,735,000 |
| Individuals (other than high net worth individuals) | 40 | $21,777,077 |
| High net worth individuals | 40 | $156,360,923 |
| Pension and profit sharing plans | 1 | $3,597,000 |
More Retirement Planning firms in Leawood, Kansas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $155,328,127,625 | 222474 | 1165 | |
| $89,148,595,824 | 25199 | 550 | |
| $65,874,566,238 | 112465 | 1465 | |
| $21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
Explore More Retirement Advisors in Leawood, Kansas