Index Wealth Advisors, LLC

Index Wealth Advisors, LLC (CRD# 155628) is a financial advisory firm headquartered in Leawood, KS. They manage $13,487,778 in 154 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $87,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Index Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher P. Massman
CRD#: 4847626
5330 College Boulevard, Leawood, KS 66211
93
Wealthminder
score

Christopher Massman (CRD# 4847626) is an Investment Advisor Representative working at Index Wealth Advisors, LLC in Leawood, KS and has over 7 years of experience in the finance industry.

2
Erica D. Massman
CRD#: 3076537
5330 College Boulevard, Leawood, KS 66211
93
Wealthminder
score

Erica Massman (CRD# 3076537) is an Investment Advisor Representative working at Index Wealth Advisors, LLC in Leawood, KS and has over 14 years of experience in the finance industry.

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