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ADAMSBROWN WEALTH CONSULTANTS LLC

358 N Main Street
Suite 100
Wichita, Kansas 67202
Tel: (316) 683-2067

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About ADAMSBROWN WEALTH CONSULTANTS LLC

ADAMSBROWN WEALTH CONSULTANTS LLC, formally registered with the SEC as ADAMSBROWN WEALTH CONSULTANTS LLC. The firm was established in 05/07/2020. They have over 8 offices throughout the country.

ADAMSBROWN WEALTH CONSULTANTS LLC is a Wichita, Kansas based Financial Planning firm with nearly $880,935,144 assets under management, offering retirement planning & investment advisory services to 3991 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#308410
SEC#801-118670
Assets Managed by Firm$880,935,144
No. of Clients3991
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3991$880,935,144
Individuals (other than high net worth individuals)1277$267,837,068
High net worth individuals208$456,328,224
Pension and profit sharing plans89$137,994,436
Charitable organizationsFewer than 5 clients$138,377
Corporations or other businesses37$18,637,039

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