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Building 2FAS WEALTH PARTNERS, INC.

Map pinLEAWOOD, KS
Phone913-239-2300
NotebookSEC #801-19282
Total AUM
$3.8B
Employees
33
Clients
1,565

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4747 W 135 STREET
SUITE 100
LEAWOOD
KS 66224
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
913-239-2300

ReceiptFinancials

Total AUM
$3.8B
Accounts
5,110
Discretionary
$3.8B
Accounts
5,100
Non-Discretionary
$7.1M
Accounts
10

ContactClients

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Individual Clients
917
AUM
$711.1M
HNW Individual Clients
607
AUM
$2.9B
Banking Clients
5
AUM
$15.6M
Pension/Profit Sharing Plan Clients
27
AUM
$74.5M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
8
AUM
$32.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
DEFINED CONTRIBUTION PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PLANNING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAIAILINKSKYLAMDMEMONCNENHNJNVNYOHOKORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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