$68.1M Total AUM
$68.1M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
16 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2010
- Office Locations
- 1
Office Locations
-- Lenexa KS
About Chladek Wealth Management, LLC
Chladek Wealth Management is a fee-only, fiduciary RIA in Lenexa, Kansas providing comprehensive financial planning and investment planning for families navigating life transitions—growing families, college funding, retirement readiness, and major changes. Portfolios emphasize asset allocation using public funds such as mutual funds and ETFs, with custody through firms including Charles Schwab.
Team overview
43 AVG AGE
$68.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JOHN PAUL CHLADEK
Chief Compliance Officer, Financial Planner, President
- CRD
- #4726363
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,144,702 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,144,702 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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