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FLATTERY WEALTH MANAGEMENT LLC
FLATTERY WEALTH MANAGEMENT, LLC
CRD 315190
1520 CLAY STREET, SUITE F-3, NORTH KANSAS CITY, MO, 64116, United States
Phone
816-866-8347
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.5M
Discretionary AUM
$17.5M
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $12.9M |
| High net worth individuals | 3 | $4.6M |
All web addresses on file
- https://www.facebook.com/andrewmflattery
- https://bitcoinfinancialadvisorsnetwork.com/our-advisors/andy-flattery/
- https://www.catholicfinancialplanners.com/andy/
- https://www.linkedin.com/in/andyflattery/
- https://www.quora.com/profile/Andy-Flattery
- https://www.simplewealthkc.com
- https://twitter.com/andyflattery
- https://podcastaddict.com/podcast/3038313
- https://www.flatterywealth.com
- https://podcasts.apple.com/us/podcast/the-reformed-financial-advisor-a-kansas-city-podcast/id1523083101
- https://www.listennotes.com/podcasts/the-reformed-financial-advisor-a-kansas-IhGeCnywW1S/
- https://www.deezer.com/us/show/1495362
- https://open.spotify.com/show/39PylSREydyPI4IT09w3CG
Official SEC filing: View on IAPD