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WATERFRONT WEALTH INC.
OVERLAND PARK, KS
913-951-5800
SEC #801-110161Total AUM
$1.1B
Employees
14Clients
795Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6711 W 121ST STREET
SUITE 200
OVERLAND PARK
KS 66209
United States
SUITE 200
OVERLAND PARK
KS 66209
United States
Operating Hours
8AM-4:30PM CST
Monday - Friday
Monday - Friday
Phone
913-951-5800
Other Offices
1
Financials
Total AUM
$1.1B
Accounts
3,224Discretionary
$1.1B
Accounts
3,224Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
527AUM
$150M
HNW Individual Clients
265AUM
$935M
Pension/Profit Sharing Plan Clients
1AUM
$5M
Charitable Organization Clients
1AUM
$37M
Corporation or Business Clients
1AUM
$11M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ARAZCACTFLIAILKSMIMONCNESCTXVT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.