Kansas City Private Wealth Management, LLC

Kansas City Private Wealth Management, LLC (CRD# 172528) is a financial advisory firm headquartered in Kansas City, MO. They manage $10,268,212 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Kansas City Private Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Jack D. Wheeler
CRD#: 4367959
3 W 63rd Street, Suite 120, Kansas City, MO 64113

Jack Wheeler (CRD# 4367959) is an Investment Advisor Representative working at Kansas City Private Wealth Management, LLC in Kansas City, MO and has over 15 years of experience in the finance industry.

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