W
$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
12 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-29-2014
- Office Locations
- 1
Office Locations
-- Kansas City MO
About Webster Wealth Management
Webster Wealth Management is a Kansas City-based RIA. The firm has been operating for 12 years. Managing $3.3M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo.
Team overview
39 AVG AGE
$3.3M AVG AUM / ADVISOR
$556.6K AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JASON DAVID WEBSTER
Wealth Advisor
- CRD
- #5644879
- 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 | $3,339,391 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,339,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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