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

Building 2HEARTLAND WEALTH ADVISORS, LLC

Map pinOVERLAND PARK, KS
Phone913-469-8227
NotebookSEC #801-79262
Total AUM
$281.1M
Employees
4
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7015 COLLEGE BLVD
SUITE 750
OVERLAND PARK
KS 66211
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
913-469-8227

ReceiptFinancials

Total AUM
$281.1M
Accounts
507
Discretionary
$281.1M
Accounts
507
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
79
AUM
$30.6M
HNW Individual Clients
75
AUM
$241M
Pension/Profit Sharing Plan Clients
1
AUM
$8.5M
Charitable Organization Clients
1
AUM
$975.2K
Corporation or Business Clients
1
AUM
$93.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMOTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account