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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-15-2015
- Office Locations
- 1
Office Locations
About Roadmap Wealth Management LLC
Roadmap Wealth Management, LLC is a fee-only, CFP-led RIA serving individuals in the Kansas City/Overland Park area with retirement planning, comprehensive financial planning, and ongoing investment management. The firm typically delivers a tailored financial plan before taking on portfolio management, emphasizes plain-language investor education, and maintains strict confidentiality. Single-advisor practice with 30+ years’ planning experience that can coordinate outside specialists; custody includes Charles Schwab.
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Owner & Executives
STEVEN JAY WARTA
Advisor, MANAGING DIRECTOR
- CRD
- #1230448
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,968,775 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,968,775 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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