RIA Intel›Advisers›Missouri›FLATTERY WEALTH MANAGEMENT, LLC

FLATTERY WEALTH MANAGEMENT, LLC

Advisory

NORTH KANSAS CITY, MO

Data as of Feb 19, 2026 · Source: SEC Form ADV

Average account

$81K

across 215 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients58

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, KS, MO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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ANDREW JAMES BAKER

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