Waterfront Wealth

Waterfront Wealth

Waterfront Wealth was established in 1988 and is headquartered in Overland Park, Kansas. The firm operates as a registered investment advisor, providing discretionary asset management and portfolio advisory services to individuals, families, and institutions. Its four-decade tenure places it among the longer-running independent advisory practices in the Kansas City metropolitan area. Waterfront Wealth manages client assets across a traditional multi-asset-class framework, typically spanning equities, fixed income, and cash management. The firm constructs portfolios on a discretionary basis, tailoring allocations to individual client objectives. Its geographic focus reflects its Midwestern base, serving clients primarily in Kansas, Missouri, and the broader Central United States. Specific portfolio holdings and investment strategies are not publicly disclosed. Operational scale metrics including total regulatory assets under management and team headcount are not published by the firm. Waterfront Wealth maintains its sole office in Overland Park and has not expanded through acquisitions or additional locations. Client service and relationship management appear to form the core of its operating model rather than rapid asset growth or strategic transactions. Waterfront Wealth is structured as a lean, privately held RIA with no external ownership, a posture that aligns advisor incentives with client outcomes and distinguishes it from PE-backed aggregators and large bank-owned wealth platforms. The firm files Form ADV with the SEC, as required for registered investment advisors, but discloses limited public detail on succession planning or governance.