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Wichita Wealth Management
Wichita Wealth Management, LLC is an SEC-registered investment adviser in Wichita, KS. The firm manages approximately $59 million in regulatory assets.
Wichita Wealth Management
Wichita Wealth Management, LLC is an SEC-registered investment adviser in Wichita, KS. The firm manages approximately $59 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Wichita
Corporate office
Wichita, KS, United States
Sector focus
Frequently asked questions
What services does Wichita Wealth Management offer?
The firm provides financial planning, investment management, retirement planning, estate planning, and tax optimization. It operates as a fee-only RIA, meaning it does not accept commissions or sell proprietary products (per public record).
How does Wichita Wealth Management structure its fees?
As a registered investment advisor, the firm charges fees based on assets under management. The exact fee schedule is not publicly disclosed.
Who is the founder or principal of Wichita Wealth Management?
The firm does not publicly identify its leadership team. Public records show it is registered as an LLC in Kansas, but named principals are not disclosed.
What is the minimum investment or net worth required to work with Wichita Wealth Management?
The firm does not publicly disclose minimum asset requirements. Typically, similar RIAs serve clients with at least $500,000 to $1 million in investable assets.
Is Wichita Wealth Management a family office?
The firm describes itself as a wealth management firm, not explicitly a family office. Given its RIA structure and focus on financial planning, it operates more like a multi-family office than a single-family office.
Profile maintained by Altss 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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