Waterfront Wealth Inc.

Waterfront Wealth Inc. (CRD# 173220) is a financial advisory firm headquartered in Overland Park, KS. They manage $9,395,631 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
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.


Financial Advisors at Waterfront Wealth Inc.
Showing 1 - 1 of 1 top financial advisors.
Amie L. Shields
CRD#: 4272190
6711 W 121st Street, Suite 200, Overland Park, KS 66209

Amie Shields (CRD# 4272190) is an Investment Advisor Representative working at Waterfront Wealth Inc. in Overland Park, KS and has over 16 years of experience in the finance industry.

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