CRD: 172528
Kansas City Private Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- Timber
- Established Date
- 09-11-2014
- Office Locations
- 1
Office Locations
About Kansas City Private Wealth Management, LLC
Kansas City Private Wealth Management is a boutique RIA serving individuals (including high-net-worth) and institutional clients with financial planning, investment strategy, and risk management. The firm’s approach centers on portfolio construction using vehicles such as ETFs and mutual funds, with fixed-income capabilities as needed. Led by founder/president Jack D. Wheeler, CFA, it offers a high-touch client experience and commonly custodies with Charles Schwab.
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Owner & Executives
JACK DELMAR WHEELER
Managing Member, President
- CRD
- #4367959
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,031,589 | -- |
| Non-Discretionary | $1,874,649 | -- |
| Total | $103,906,238 | -- |
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Separately Managed Accounts
Total SMA Asset: $103,906,238
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,997,122,588 | 34.6% |
| Equity - Exchange | $571,431,029 | 9.9% |
| U.S. Government/Agency | $1,327,567,038 | 23.0% |
| Municipal Bonds | $1,875,909,945 | 32.5% |
| Total | $5,772,030,600 | 100.0% |