Wealth Management Advisors Inc.

Wealth Management Advisors Inc. (CRD# 106521) is a financial advisory firm headquartered in Leawood, KS. They manage $450,618,411 in 437 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    451
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $1,031,163
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
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.

AZ, CA, CO, FL, KS, LA, MO, TX

Financial Advisors at Wealth Management Advisors Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Bruce E. Bower
CRD#: 716475
4000 W 114th Street, Suite 160, Leawood, KS 66211
96
Wealthminder
score

Bruce Bower (CRD# 716475) is an Investment Advisor Representative working at Wealth Management Advisors Inc. in Leawood, KS and has over 36 years of experience in the finance industry. Bruce Bower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew D. Ison
CRD#: 2834268
4000 W. 114th St., Ste. 160, Leawood, KS 66211
96
Wealthminder
score

Matthew Ison (CRD# 2834268) is an Investment Advisor Representative working at Wealth Management Advisors Inc. in Leawood, KS and has over 8 years of experience in the finance industry.

3
Kevin S. McGrew
CRD#: 1754659
4000 W 114th Street, Suite 160, Leawood, KS 66211
96
Wealthminder
score

Kevin McGrew (CRD# 1754659) is an Investment Advisor Representative working at Wealth Management Advisors Inc. in Leawood, KS and has over 29 years of experience in the finance industry. Kevin McGrew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Paul L. Watkins
CRD#: 2178359
4000 West 114th St. Suite 160, Leawood, KS 66211
96
Wealthminder
score

Paul Watkins (CRD# 2178359) is an Investment Advisor Representative working at Wealth Management Advisors Inc. in Leawood, KS and has over 24 years of experience in the finance industry. Paul Watkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Diane C. Dercher
CRD#: 2096711
4000 W. 114th St., Ste. 160, Leawood, KS 66211
93
Wealthminder
score

Diane Dercher (CRD# 2096711) is an Investment Advisor Representative working at Wealth Management Advisors Inc. in Leawood, KS and has over 4 years of experience in the finance industry. Diane Dercher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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