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 $17,681,266 in 42 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$420,983
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jack Wheeler (CRD# 4367959) is an Investment Advisor Representative working at Kansas City Private Wealth Management, LLC in Kansas City, MO and has over 17 years of experience in the finance industry.