1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PINION WEALTH MANAGEMENT, LLC

Map pinWICHITA, KS
Phone316-682-8344
NotebookSEC #801-63322
Total AUM
$837.1M
Employees
12
Clients
615

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1605 NORTH WATERFRONT PARKWAY
SUITE 200
WICHITA
KS 67206
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
316-682-8344
Other Offices
3

ReceiptFinancials

Total AUM
$837.1M
Accounts
1,599
Discretionary
$774.4M
Accounts
1,585
Non-Discretionary
$62.8M
Accounts
14

ContactClients

View more in analytics →

Individual Clients
350
AUM
$88M
HNW Individual Clients
146
AUM
$427.5M
Pension/Profit Sharing Plan Clients
5
AUM
$6.5M
Charitable Organization Clients
7
AUM
$6.2M
Corporation or Business Clients
107
AUM
$309M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOINKSMOMSMTOKTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account