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 $79,179,351 in 262 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3 W 63rd Street, Suite 120, Kansas City, MO 64113
http://www.kcpwm.com
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $302,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, KS, LA, MO, TX

Financial Advisors at Kansas City Private Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jack Wheeler, financial advisor Kansas City MO
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 23 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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