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VIAWEALTH, LLC
CRD 309043 · SEC 801-118904
8700 STATE LINE RD, SUITE 325, LEAWOOD, KS, 66206, United States
Phone
844-484-7849
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$260.7M
Discretionary AUM
$260.7M
Team
4 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $16.0M |
| High net worth individuals | 49 | $239.3M |
| Pension/profit sharing plans | 1 | $5.4M |
States served
CO, KS, MN, FL
All web addresses on file
Official SEC filing: View on IAPD