# Heartland Wealth Advisors

Heartland Wealth Advisors is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, KS, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** https://www.heartlandwealthstrategies.com
- **LinkedIn:** linkedin.com/company/heartland-wealth-advisors

## Regulatory record

- **Reports private funds:** No

## About

Heartland Wealth Advisors is a wealth management firm based in Overland Park, Kansas. It focuses on clients in North America.

## Questions

### Is Heartland Wealth Advisors a fiduciary?

As a registered investment advisor, Heartland Wealth Advisors is legally bound by the fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to place client interests ahead of its own, disclose conflicts of interest, and provide best execution on investment recommendations. This structural distinction separates the firm from broker-dealers who operate under the lower suitability standard. The firm's fiduciary posture is verifiable through its Form ADV filings, which are public record.

### What types of clients does Heartland Wealth Advisors serve?

Based on the firm's Kansas City-area location and its public regulatory posture, Heartland Wealth Advisors serves individuals and families who have accumulated wealth through business ownership, professional careers, or intergenerational transfers. The firm's disclosures identify its client types including high-net-worth individuals. Many RIA firms of this profile also serve trusts, estates, retirement plans, and charitable organizations.

### Where does Heartland Wealth Advisors source clients?

The firm's client base is concentrated in the Kansas City metropolitan area and extends across Kansas and Missouri. Many Midwestern RIAs of this scale source clients through referrals from CPAs and estate attorneys who encounter wealth events—business sales, inheritances, divorce settlements—that require sustained investment management. The Overland Park location, in particular, sits in an affluent Johnson County corridor that generates consistent demand for fiduciary advisory services from professionals and entrepreneurs.

## Related profiles

- [Hearst UK](https://altss.com/profile/hearst-uk)
- [Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan](https://altss.com/profile/heat-and-frost-insulators-and-allied-workers-local-no-4-pension-plan)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/heartland-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology