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Building 2TRUE WEALTH & COMPANY

Map pinOVERLAND PARK, KS
Phone913-653-8783
NotebookSEC #801-124969
Total AUM
$126.5M
Employees
8
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7450 W 130TH STREET
SUITE 300
OVERLAND PARK
KS 66213
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
913-653-8783

ReceiptFinancials

Total AUM
$126.5M
Accounts
856
Discretionary
$122.1M
Accounts
814
Non-Discretionary
$4.4M
Accounts
42

ContactClients

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Individual Clients
207
AUM
$57.3M
HNW Individual Clients
44
AUM
$60.4M
Pension/Profit Sharing Plan Clients
9
AUM
$7.6M
Charitable Organization Clients
1
AUM
$69.8K
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
QUALIFIED PLAN CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSLAMONETX

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

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