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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