RIA IntelAdvisersKansasWEALTH MANAGEMENT CONSULTANTS, LLC

WEALTH MANAGEMENT CONSULTANTS, LLC

Advisory

KS

Data as of Jul 8, 2026 · Source: SEC Form ADV

Rank in KS
#217
of 271 advisers by AUM
Average account
$758K
across 97 accounts
AUM per adviser
$74M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM
$74M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$74M
Discretionary AUM$74M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, KS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

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

ALLOS INVESTMENT ADVISORS, LLC
OVERLAND PARK, KS
$74M
+18.1% 1Y
9 STREAM CAPITAL PARTNERS LLC
LEAWOOD, KS
$74M
ECKMAN WEALTH MANAGEMENT, LLC
$74M
BOULDER WEALTH MANAGEMENT, LLC
OVERLAND PARK, KS
$72M
-75.0% 1Y
EVP CAPITAL ADVISORS, LLC
$75M
INSIGHT INVESTMENT ADVISERS LLC
LEAWOOD, KS
$72M

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