Flattery Wealth Management LLC

FLATTERY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in NORTH KANSAS CITY, MO. The firm manages approximately $17 million in regulatory...

Flattery Wealth Management LLC

FLATTERY WEALTH MANAGEMENT LLC is an SEC-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.

linkedin.com/company/andyflattery

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

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.

What types of clients does Flattery Wealth Management serve?

Flattery Wealth Management serves high-net-worth and ultra-high-net-worth families, operating as a multi-family office. It does not market broadly to retail investors.

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.

What is Flattery Wealth Management's investment approach?

No public information on the firm's investment approach is available. As a multi-family office, it likely provides tailored asset allocation and wealth planning services.

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.

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