RIA Intel›Advisers›Kansas›WEALTH PARTNERS CORPORATION

WEALTH PARTNERS CORPORATION

Advisory

OVERLAND PARK, KS

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account

$120K

across 175 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$6M

Non-Discretionary AUM$15M

Discretionary %26.6%

Total Clients175

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

175 clients

2 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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CAPITAL WEALTHCARE ADVISORS, L.C.

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