Updated:
Flattery Wealth Management LLC
FLATTERY WEALTH MANAGEMENT LLC is a state-registered investment adviser in NORTH KANSAS CITY, MO. The firm manages approximately $17 million in regulatory...
Overview
FLATTERY WEALTH MANAGEMENT LLC is a state-registered investment adviser in NORTH KANSAS CITY, MO. The firm manages approximately $17 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
Is Flattery Wealth Management a registered investment advisor?
Yes, Flattery Wealth Management LLC is registered as an RIA with the SEC or state authorities, which requires fiduciary duty to clients. However, its specific ADV filings were not located in this review.
Who founded Flattery Wealth Management?
The founding principals of Flattery Wealth Management are not publicly named in available records. The firm's ownership structure remains undisclosed.
Does Flattery Wealth Management invest in alternative assets?
The firm's exposure to alternatives such as private equity, hedge funds, or real estate is unknown. Family offices at its scale often allocate to alternatives, but this is not confirmed.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Flattery Wealth Management LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.