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

FRONTIER WEALTH MANAGEMENT, LLC

Advisory

N·KANSAS CITY, MO

Data as of Aug 19, 2022 · Source: SEC Form ADV

Total AUM

$4.1B

1-Year AUM Growth

+12.0%

3-Year CAGR

+20.3%

Employees

25

Assets Under Management

Total AUM$4.1B

Discretionary AUM$3.0B

Non-Discretionary AUM$1.1B

Discretionary %72.7%

Total Clients—

Team

Total Employees25

Investment Advisers50

Employee Growth (1Y)—

Filing History

Total Filings on Record44

First FilingJun 11, 2007

Latest FilingAug 19, 2022

🔒 Full AUM trend chart and 44 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FRONTIER WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.