Index Wealth Advisors, LLC
Index Wealth Advisors, LLC (CRD# 155628) is a financial advisory firm headquartered in Leawood, KS. They manage $16,696,684 in 136 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts136ACCOUNTS
Average Account Value$122,770
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Christopher Massman (CRD# 4847626) is an Investment Advisor Representative working at Index Wealth Advisors, LLC in Leawood, KS and has over 8 years of experience in the finance industry.
Erica Massman (CRD# 3076537) is an Investment Advisor Representative working at Index Wealth Advisors, LLC in Leawood, KS and has over 15 years of experience in the finance industry.