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CHASE WEALTH MANAGEMENT
CHASE ADVISORY AND WEALTH MANAGEMENT, LLC
CRD 340808
1201 NW BRIARCLIFF PARKWAY, SUITE #201, KANSAS CITY, MO, 64116, United States
Phone
816-588-4681
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Official SEC filing: View on IAPD