Water Tower Wealth Management, Inc.

Water Tower Wealth Management, Inc. (CRD# 155967) is a financial advisory firm headquartered in Overland Park, KS. They manage $5,300,000 in 31 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $170,968
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

IL, KS

Financial Advisors at Water Tower Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lewis B. Leflar
CRD#: 3098554
Shawnee Mission, KS
93
Wealthminder
score

Lewis Leflar (CRD# 3098554) is an Investment Advisor Representative working at Water Tower Wealth Management, Inc. in Shawnee Mission, KS and has over 18 years of experience in the finance industry.

2
Matthew J. Linklater
CRD#: 3260825
Shawnee Mission, KS
90
Wealthminder
score

Matthew Linklater (CRD# 3260825) is an Investment Advisor Representative working at Water Tower Wealth Management, Inc. in Shawnee Mission, KS and has over 17 years of experience in the finance industry.

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