S
$40.9M Total AUM
$16.8M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
2 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-31-2024
- Office Locations
- 1
Office Locations
9393 West 110th Street 51 Corporate Woods, Suite 500 Overland Park KS
About State Line Wealth Management
State Line Wealth Management is a Overland Park-based RIA. The firm has been operating for 2 years. Managing $40.9M in total assets under management, with 1 advisory representatives. They custody assets with Ascensus and Charles Schwab & Company.
Team overview
-- AVG AGE
$40.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHEN WESLEY BRIMACOMBE
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #2590390
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,839,942 | -- |
| Non-Discretionary | $24,075,855 | -- |
| Total | $40,915,797 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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