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KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC
CRD 172528
3 W 63RD STREET, SUITE 120, KANSAS CITY, MO, 64113, United States
Phone
816-214-8344
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$103.9M
Discretionary AUM
$102.0M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; LATE FEES
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingNON-MANAGEMENT ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $24.0M |
| High net worth individuals | 35 | $74.3M |
| Corporations/business entities | 5 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD