# Flattery Wealth Management LLC

Flattery Wealth Management LLC is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/andyflattery

## Regulatory record

- **CRD number:** 315190
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315190

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:16.694Z

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