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IN THE Game Wealth Management

IN THE Game Wealth Management. CRD 338934

I

CRD: 338934

IN THE Game Wealth Management

North Kansas City, MO, 64116
5734248873
$10.6M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
ADP ยท Altruist
Clients
Retail and Institutional
Platforms
--
Established Date
11-21-2025
Office Locations
1

Office Locations

2103 Burlington ST North Kansas City MO

About IN THE Game Wealth Management

IN THE Game Wealth Management is a North Kansas City-based RIA. The firm has been operating for 0 years. Managing $10.6M in total assets under management, with 1 advisory representatives. They custody assets with ADP and Altruist. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

-- AVG AGE
$10.6M AVG AUM / ADVISOR
$588.3K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Wave Bridge prime

Investment Themes

Focus crest Horizon

Investment Vehicles

Matrix insight

Services

Timber timber Value North Vector Vital glacier Vertex

Owner & Executives

C

Christopher Edward Maglich

President

CRD
#6038543
Ownership
75% or more
(767) 714-4867
peak.summit@glaciercapital.com
in linkedin.com/in/optima-fusion

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,230,167 --
Non-Discretionary $2,358,737 --
Total $10,588,904 --

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Separately Managed Accounts

Total SMA Asset: $10,588,904

$10.6M Total SMA
Public Funds:
15.8%
Municipal Bonds:
27.2%
Equity - Exchange:
6.9%
Corporate - Investment Grade:
26.9%
Cash:
23.2%
Asset class Assets Assets %
Public Funds $1,065,867,757 15.8%
Municipal Bonds $1,834,911,582 27.2%
Equity - Exchange $465,473,894 6.9%
Corporate - Investment Grade $1,814,673,586 26.9%
Cash $1,565,071,643 23.2%
Total $6,745,998,462 100.0%

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