Company

WEALTH | KC

Investment Management Kansas City, Missouri, United States 10 employees PRICE

Employees: 10
Contacts: 2
Emails: 2
Phones: 1

www.wealthkc.com LinkedIn

WEALTH | KC Overview

Headquarters: Kansas City, Missouri, United States
Website: www.wealthkc.com
Industry: Investment Management
Employees: 10
Founded: 2018
Stock Symbol: PRICE
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Taplow

About WEALTH | KC

Based locally in Kansas City, we are independent financial planners and wealth advisor - our focus is solely on the client as fiduciaries. Proudly serving the best of the midwest. After years with a national brokerage firm, our goal was to create a boutique culture with no sales, no required revenue, no shareholders to please, and no industry relationships to maintain. Our goal is to simply uphold the fiduciary standard with transparent, conflict-free advice that is in the best interest of our clients. Together, we guide our clients through every life stage with comprehensive financial planning and investment management. We help our clients organize their wealth, simplify the complex, and pursue their goals through detailed planning.

WEALTH | KC Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

WEALTH | KC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Mark Hugunin Crpc	Investment Adviser Representative	Lees Summit, Missouri, United States	Email
Braden Wilson	Financial Advisor		View
Shean Fletcher, Aams®, Aif®	Founder, Wealth Advisor at Wealth - Kc	Kansas City, Missouri, United States	View
Leah Fletcher	Director of Client Experience at Wealth	Kansas City, Missouri, United States	Email Phone