← Back to searchVisit website
WATERFRONT WEALTH INC.
CRD 173220 · SEC 801-110161
6711 W 121ST STREET, SUITE 200, OVERLAND PARK, KS, 66209, United States
Phone
913-951-5800
Fax
913-951-5809
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.14B
Discretionary AUM
$1.14B
Team
14 total employees; 9 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 527 | $150.0M |
| High net worth individuals | 265 | $935.0M |
States served
VT, AZ, AR, CA, IL, IA, KS, MI, NE, NC, SC, MO, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD