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
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

KS

Financial Advisors at Roadmap Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven J. Warta
CRD#: 1230448
Overland Park, KS

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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