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PENN WEALTH MANAGEMENT
PENN WEALTH MANAGEMENT, LLC
CRD 152948
7300 WEST 110TH STREET, SUITE 700, OVERLAND PARK, KS, 66210, United States
Phone
913-538-7174
Fax
913-647-9739
Registration
— (—)
Source
State registered
Total AUM
$20.0M
Discretionary AUM
$20.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $20.0M |
All web addresses on file
Official SEC filing: View on IAPD