RIA Intel›Advisers›Kansas›INDEX WEALTH ADVISORS, LLC

INDEX WEALTH ADVISORS, LLC

Advisory

OVERLAND PARK, KS

Data as of Apr 23, 2026 · Source: SEC Form ADV

Rank in KS

#261

of 271 advisers by AUM

Average account

$233K

across 170 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 23, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$40M

Discretionary AUM$36M

Non-Discretionary AUM$3M

Discretionary %91.3%

Total Clients130

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, 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

130 clients

35 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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