Roadmap Wealth Management LLC
Roadmap Wealth Management LLC (CRD# 229789) is a financial advisory firm headquartered in , . They manage $31,316,884 in 94 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Roadmap Wealth Management LLC
By the Numbers
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Total Assets Under Management31MILLION
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Total Number of Accounts94ACCOUNTS
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Average Account Value$333,158
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS
Financial Advisors at Roadmap Wealth Management LLC
1
Steven Warta (CRD# 1230448) is an Investment Advisor Representative working at Roadmap Wealth Management LLC in Overland Park, KS and has over 39 years of experience in the finance industry.
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