CRD: 315190
Flattery Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · BMO Harris · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2021
- Office Locations
- 1
Office Locations
About Flattery Wealth Management LLC
Flattery Wealth Management LLC is a North Kansas City, MO–based RIA led by Certified Financial Planner Andrew Flattery. The firm provides financial and wealth planning, including tax and estate planning, insurance, and portfolio construction, for retail clients including entrepreneurs. Portfolios emphasize asset allocation using ETFs, index funds, and mutual funds, with stated cryptocurrency/Bitcoin expertise; custody includes Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREW MAURICE FLATTERY
Certified Financial Planner, PRINCIPAL
- CRD
- #5282626
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,473,377 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,473,377 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $17,473,377
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,975,845,951 | 39.1% |
| Equity - Exchange | $2,405,377,679 | 47.6% |
| Cash | $672,090,822 | 13.3% |
| Total | $5,053,314,452 | 100.0% |