Index Wealth Advisors, LLC

Index Wealth Advisors, LLC (CRD# 155628) is a financial advisory firm headquartered in Overland Park, KS. They manage $30,141,373 in 164 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5440 West 110th Street, Suite 300, Overland Park, KS 66211
http://www.indexwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $183,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
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 Massman, financial advisor Overland Park KS
Christopher P. Massman
CRD#: 4847626
5440 West 110th Street, Suite 300, Overland Park, KS 66211

Christopher Massman (CRD# 4847626) is an Investment Advisor Representative working at Index Wealth Advisors, LLC in Overland Park, KS and has over 14 years of experience in the finance industry.

2
Erica Massman, financial advisor Overland Park KS
Erica D. Massman
CRD#: 3076537
5440 West 110th Street, Suite 300, Overland Park, KS 66211

Erica Massman (CRD# 3076537) is an Investment Advisor Representative working at Index Wealth Advisors, LLC in Overland Park, KS and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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