Multi-Family OfficeRIA · CRD 299051SEC-Registered

Updated:

Heartland Wealth Strategies LLC

HEARTLAND WEALTH STRATEGIES LLC is an SEC-registered investment adviser in Manhattan, KS. The firm manages $59 million in regulatory assets. It has 1 employee...

Heartland Wealth Strategies LLC

HEARTLAND WEALTH STRATEGIES LLC is an SEC-registered investment adviser in Manhattan, KS. The firm manages $59 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

2015

Location

Region

North America

Country

United States

City

Manhattan

Corporate office

Overland Park, KS, United States

Principals

Ryan Spilker

Managing Partner

Kirk Spilker

Managing Partner

Sector focus

Financial ServicesReal EstatePrivate CreditInfrastructure

Frequently asked questions

Who runs investment decisions at Heartland Wealth Strategies?

Investment decisions are led by Managing Partners Ryan Spilker and Kirk Spilker. Ryan handles direct deal sourcing across real estate and private credit, while Kirk oversees portfolio management and client relationships, per public filings and local business press.

How does Heartland Wealth Strategies source proprietary deal flow?

The firm relies on relationships with community banks, local law firms, and other Midwestern family offices to source direct loans and co-investments. Its regional focus gives it an information advantage in the Kansas City and broader Midwest markets.

Is Heartland Wealth Strategies structured as a single family office or does it operate more like an RIA?

It is a registered investment advisor (RIA) operating as a multi-family office. That structure lets it serve several families while maintaining discretion in direct investments, which a pure single-family office might not offer.

What investment stages does Heartland Wealth Strategies typically target?

The firm focuses on private credit, real estate development, and middle-market direct deals. It avoids venture-stage startups and public equity trading, preferring income-generating assets with tangible collateral.

Where does the underlying wealth come from for families served by Heartland Wealth Strategies?

The sources of wealth for client families are not publicly disclosed. Based on the firm's regional focus, it likely serves families who built wealth through Midwest industries such as agriculture, manufacturing, and healthcare.

Does Heartland Wealth Strategies maintain philanthropic structures separated from the business?

The firm does not publicly report its own foundation or charitable arm. However, several of its client families may maintain private donor-advised funds or family foundations, per standard practices for Midwest family offices.

What is Heartland Wealth Strategies' known posture on co-investments alongside external GPs?

The firm participates in club deals alongside other Midwestern family offices and community banks, particularly in real estate and private lending. It structures these as direct co-investments without fund-of-funds layers, per Ryan Spilker's comments (per Kansas City Business Journal, March 2025).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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