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INDEX WEALTH ADVISORS, LLC
CRD 155628
5440 WEST 110TH STREET, SUITE 300, OVERLAND PARK, KS, 66211, United States
Phone
913-897-0900
Fax
913-897-0900
Registration
— (—)
Source
State registered
Total AUM
$39.6M
Discretionary AUM
$36.2M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $11.0M |
| High net worth individuals | 35 | $25.2M |
| Pension/profit sharing plans | 1 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD