VIAWEALTH, LLC
Leawood, Kansas
VIAWEALTH, LLC, a small investment advisory firm based out of Leawood, KS, serves a diverse clientele consisting of over 40 individual clients. With a staggering $181,735,000 in assets under management, VIAWEALTH specializes in discretionary management of high net worth individuals' portfolios. The firm operates from two offices, catering to clients' financial needs with utmost professionalism and expertise.
While VIAWEALTH manages a variety of accounts, including 401Ks and individual portfolios, these represent less than 30% of their total assets under management. Nevertheless, the firm possesses the necessary capabilities to ef...
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Assets Under Mgmt
$181.74M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Articles
Articles
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