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Building 2VIAWEALTH, LLC

Map pinLEAWOOD, KS
Phone844-484-7849
NotebookSEC #801-118904
Total AUM
$260.7M
Employees
4
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8700 STATE LINE RD
SUITE 325
LEAWOOD
KS 66206
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
844-484-7849
Other Offices
1

ReceiptFinancials

Total AUM
$260.7M
Accounts
356
Discretionary
$260.7M
Accounts
356
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$16M
HNW Individual Clients
49
AUM
$239.3M
Pension/Profit Sharing Plan Clients
1
AUM
$5.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLKSMN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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