# ViaWealth

ViaWealth is a Bank / Wealth / Trust based in Leawood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Leawood, United States
- **Region:** North America
- **Address:** Leawood, KS, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** viawealth.com
- **LinkedIn:** https://www.linkedin.com/company/via-wealth

## Regulatory record

- **CRD number:** 309043
- **SEC file number:** 801-118904
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309043

## About

ViaWealth was established in 2018 by CEO Steve Burnett as a fiduciary RIA headquartered in Leawood, Kansas. The firm organizes around a classic wealth management architecture — combining personal financial planning, investment management, and business advisory for individual and high-net-worth clients. Its founding cohort emerged from prior relationships in Kansas City-area financial services, bringing a local-market intimacy that national-scale aggregators rarely replicate in the mid-continent. The firm's strategy covers asset allocation, retirement planning, tax-aware portfolio construction, and risk management. It deploys client capital across public equities, fixed income, alternatives, and private credit exposures — structuring custom portfolios rather than forcing in-house products. ViaWealth serves as both a financial planner and a de facto outsourced family office for business owners navigating liquidity events, concentrated stock positions, and intergenerational transitions. Geographic coverage centers on the greater Kansas City metropolitan area, extending across Johnson County and into Missouri. The advisory team has expanded steadily since 2018, with CIO Kurt Roney leading investment policy and portfolio design. Staffing and AUM figures are not publicly disclosed, consistent with a privately held RIA of its scale. No adjacent philanthropic vehicles or separate operating businesses are known. What distinguishes ViaWealth structurally is its deliberate geographical concentration. In an era of Zoom-based advisors and national RIA roll-ups, Burnett's team operates where the balance sheets are — walking clients through pre-exit planning, trust structures, and concentrated equity hedging in Johnson County conference rooms. This embedded-advisor model makes the firm function less like a generic wealth manager and more like an on-call financial committee for local business families.

## Sectors

- Private Wealth Management
- Financial Planning

## People

- Steve Burnett — CEO & Founder
- Kurt Roney — CIO

## Questions

### Who makes investment decisions at ViaWealth?

CIO Kurt Roney leads portfolio construction and investment policy for the firm. He works alongside founder and CEO Steve Burnett, who oversees client relationships and the firm's advisory strategy, creating a collaborative decision-making dynamic between front-office and investment functions.

### How does ViaWealth source clients?

The firm relies on its deep local presence in the Kansas City metropolitan area, particularly in Johnson County, Kansas. Relationships often originate through referrals from business owners, CPAs, and estate attorneys familiar with the firm's work on liquidity events and concentrated equity positions for entrepreneurs.

### Does ViaWealth manage in-house funds or acts purely as an allocator?

ViaWealth operates as an allocator and advisor, constructing bespoke portfolios for clients using external managers and vehicles. There is no public indication that the firm offers proprietary funds, which aligns it with the fiduciary RIA model of open-architecture portfolio design.

### What type of clients does ViaWealth serve?

The firm serves individuals, high-net-worth families, and business entities. A notable specialty is advising Midwestern entrepreneurs and business owners through planning around privately held operating companies, including pre-sale preparation, tax strategy, and post-liquidity investment management.

## Related profiles

- [Viable](https://altss.com/profile/viable)
- [Vicinity Centers](https://altss.com/profile/vicinity-centers)

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Last updated: 2026-08-11T02:43:31.692Z

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