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Building 2GREENUP STREET WEALTH MANAGEMENT LLC

Map pinOVERLAND PARK, KS
Phone734-656-8121
NotebookSEC #801-122080
Total AUM
$900.4M
Employees
20
Clients
976

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7300 W 110TH STREET
SUITE 700
OVERLAND PARK
KS 66210
United States
Operating Hours
9:00AM- 6:00PM
Monday - Friday
Phone
734-656-8121
Other Offices
2

ReceiptFinancials

Total AUM
$900.4M
Accounts
2,943
Discretionary
$897M
Accounts
2,932
Non-Discretionary
$3.3M
Accounts
11

ContactClients

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Individual Clients
683
AUM
$266.4M
HNW Individual Clients
290
AUM
$628M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M
Charitable Organization Clients
1
AUM
$2.3M
Corporation or Business Clients
1
AUM
$378.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARCACOFLGAIAILINKSKYLAMAMDMIMNMONCNENHNMNYOHOKORPASCTNTXVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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