RIA Intel›Advisers›Kansas›ROADMAP WEALTH MANAGEMENT LLC

ROADMAP WEALTH MANAGEMENT LLC

Advisory

KS

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in KS

#265

of 271 advisers by AUM

Average account

$422K

across 90 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS

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

44 clients

37 high-net-worth

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

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Advisers of similar size in KS

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

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FIRSTPOINT FINANCIAL, LLC

$36M

INDEX WEALTH ADVISORS, LLC

OVERLAND PARK, KS

$40M

PROACTIVE PLANNING LLC

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