RIA Intel›Advisers›Kansas›STATE LINE WEALTH MANAGEMENT, LLC

STATE LINE WEALTH MANAGEMENT, LLC

Advisory

OVERLAND PARK, KS

Data as of Jun 11, 2026 · Source: SEC Form ADV

Rank in KS
#260
of 271 advisers by AUM
Average account
$431K
across 95 accounts
AUM per adviser
$41M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM
$41M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$41M
Discretionary AUM$17M
Non-Discretionary AUM$24M
Discretionary %41.2%
Total Clients38
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, MO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

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

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HARPER FINANCIAL STRATEGIES, LLC
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HALLIER FINANCIAL, INC.
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SPECTRUM WEALTH ADVISORS, INC.
OVERLAND PARK, KS
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-38.2% 1Y

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