W
CRD: 129201
Wealth Partners Corporation
$20.9M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
175 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-30-2004
- Office Locations
- 1
Office Locations
7300 W 110th, STE 700 Overland Park KS
About Wealth Partners Corporation
Wealth Partners Corporation is a Overland Park-based RIA. The firm has been operating for 22 years. Managing $20.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
60 AVG AGE
$20.9M AVG AUM / ADVISOR
$119.5K AVG AUM / CLIENT
22.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
STEPHEN COLBURN HOOVER
Owner, President
- CRD
- #2775992
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,564,000 | -- |
| Non-Discretionary | $15,354,025 | -- |
| Total | $20,918,025 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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