$58.6M Total AUM
$58.6M Disc. AUM
-- 3Y CAGR
2 Employees
78 ADV. Clients
19 yrs Firm Age
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- Custodian
- Altruist ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-30-2006
- Office Locations
- 1
Office Locations
889 N Maize RD Suite 109 Wichita KS
About Wichita Wealth Management, LLC
Wichita Wealth is a Wichita, KS fee-only fiduciary planning and investment management firm focused on retirees and near-retirees, including aviation professionals at Spirit AeroSystems and Textron Aviation and small business owners. The team builds retirement income, tax, and withdrawal strategies and manages portfolios that are primarily ETF-based. Custody includes Altruist and Pershing.
Team overview
32 AVG AGE
$58.6M AVG AUM / ADVISOR
$750.8K AVG AUM / CLIENT
9.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
Jonathan R Harner
Financial Planner, Managing Member, Owner
- CRD
- #6705851
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,559,598 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,559,598 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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