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Building 2MN WEALTH ADVISORS, LLC

Map pinOVERLAND PARK, KS
Phone913-897-2074
NotebookSEC #801-126395
Total AUM
$394.2M
Employees
5
Clients
572

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6800 W 115TH STREET
SUITE 3511
OVERLAND PARK
KS 66211
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
913-897-2074

ReceiptFinancials

Total AUM
$394.2M
Accounts
1,173
Discretionary
$394.2M
Accounts
1,173
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
459
AUM
$148.2M
HNW Individual Clients
112
AUM
$244.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAKSMONETNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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