FRONTIER WEALTH MANAGEMENT, LLC

Legal name: FWM LEGACY, LLC

CRD #144344 SEC #802-127130 LEAWOOD, KS 816-753-5100

State Registered Exempt Reporting Private Funds Disclosures

Total AUM

$4.1B

Discretionary

$3B

Employees

Clients

251

Accounts

6,381

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Missouri
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 19, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ANSON, AARON, JOSEPH	I	CHIEF OPERATIONS OFFICER	NA	Control
ANSON, AARON, JOSEPH	I	CHIEF OPERATIONS OFFICER	NA	Control
ANSON, AARON, JOSEPH	I	CHIEF OPERATIONS OFFICER	NA	Control
ANSON, AARON, JOSEPH	I	CHIEF OPERATIONS OFFICER	NA	Control
ANSON, AARON, JOSEPH	I	CHIEF OPERATIONS OFFICER	NA	Control
ANSON, AARON, JOSEPH	I	DIRECTOR OF OPERATIONS	NA	Control
ANSON, AARON, JOSEPH	I	DIRECTOR OF OPERATIONS	NA	Control
ANSON, AARON, JOSEPH	I	DIRECTOR OF OPERATIONS	NA	Control
ANSON, AARON, JOSEPH	I	DIRECTOR OF OPERATIONS	NA	Control
ANSON, AARON, JOSEPH	I	DIRECTOR OF OPERATIONS	NA	Control
ANSON, AARON, JOSEPH	I	DIRECTOR OF OPERATIONS	NA	Control
ANSON, AARON, JOSEPH	I	DIRECTOR OF OPERATIONS	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	SHAREHOLDER	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	NA	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	NA	Control
LAGERSTROM, CORY, LYNN	I	PRESIDENT	NA	Control
LAGERSTROM, CORY, LYNN	I	PRESIDENT	NA	Control
LAGERSTROM, CORY, LYNN	I	PRESIDENT	NA	Control
LAGERSTROM, CORY, LYNN	I	PRESIDENT	NA	Control
LAGERSTROM, CORY, LYNN	I	PRESIDENT	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
SIFERS, BRANDON	I	CHIEF FINANCIAL OFFICER / ELECTED MEMBER	NA	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER	E	Control
GEOWEALTH HOLDINGS LLC	DE	SHAREHOLDER	E	Control
GEOWEALTH HOLDINGS LLC	DE	SHAREHOLDER	E	Control
GEOWEALTH HOLDINGS LLC	DE	SHAREHOLDER	E	Control
LAGERSTROM, CORY, LYNN	I	PRESIDENT	D	Control
LAGERSTROM, CORY, LYNN	I	PRESIDENT	D	Control
LAGERSTROM, CORY, LYNN	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, CORY, LYNN	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
LAGERSTROM, CORY, LYNN	I	PRESIDENT	D	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
FRONTIER WEALTH ENTERPRISES, LLC	DE	OWNER / MEMBER	C	Control
BLASI, NICHOLAS, MICHAEL	I	SHAREHOLDER	B	Control
BLASI, NICHOLAS, MICHAEL	I	SHAREHOLDER	B	Control
BLASI, NICHOLAS, MICHAEL	I	SHAREHOLDER	B	Control
BLASI, NICHOLAS, MICHAEL	I	SHAREHOLDER	B	Control
BLASI, NICHOLAS, MICHAEL	I	SHAREHOLDER	B	Control
CONNOR, MICHAEL, ATTERBURY	I	SHAREHOLDER	B	Control
CONNOR, MICHAEL, ATTERBURY	I	SHAREHOLDER	B	Control
CONNOR, MICHAEL, ATTERBURY	I	SHAREHOLDER	B	Control
CONNOR, MICHAEL, ATTERBURY	I	SHAREHOLDER	B	Control
CONNOR, MICHAEL, ATTERBURY	I	SHAREHOLDER	B	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER, SHAREHOLDER	B	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER, SHAREHOLDER	B	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER, SHAREHOLDER	B	Control
MARTIN, C. ANDREW	I	SHAREHOLDER	B	Control
MARTIN, C. ANDREW	I	SHAREHOLDER	B	Control
MARTIN, C. ANDREW	I	SHAREHOLDER	B	Control
MARTIN, C. ANDREW	I	SHAREHOLDER	B	Control
MARTIN, C. ANDREW	I	SHAREHOLDER	B	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
BLASI, NICHOLAS, MICHAEL	I	CEO / ELECTED MEMBER	A	Control
CONNOR, MICHAEL, ATTERBURY	I	SHAREHOLDER	A	Control
CONNOR, MICHAEL, ATTERBURY	I	SHAREHOLDER	A	Control
CONNOR, MICHAEL, ATTERBURY	I	SHAREHOLDER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER, SHAREHOLDER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER, SHAREHOLDER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER, SHAREHOLDER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	CHIEF COMPLIANCE OFFICER / MEMBER	A	Control
KERR, TROY, DAVID	I	MEMBER	A	Control
KERR, TROY, DAVID	I	MEMBER	A	Control
KERR, TROY, DAVID	I	MEMBER	A	Control
KERR, TROY, DAVID	I	MEMBER	A	Control
KERR, TROY, DAVID	I	MEMBER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
GEOWEALTH HOLDINGS LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
MONTREAUX, INC.	DE	THE GLOBE RESOURCES GROUP INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
PHOENIX CAPITAL GROUP, INC.	DE	MONTREAUX, INC.	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
THE GLOBE RESOURCES GROUP INC.	DE	GEOWEALTH HOLDINGS LLC	E	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
I.A. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
L.G. O'SHAUGHNESSY TRUST, FBO GERALD E. O'SHAUGHNESSY	DE	PHOENIX CAPITAL GROUP, INC.	D	Control
FWE CLASS C HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS C HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS C HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS C HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE CLASS D HOLDCO LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control
FWE EQUITY, LLC	DE	FRONTIER WEALTH ENTERPRISES, LLC	C	Control

Registrations

Federal

ERA

Mar 19, 2025 REGISTERED

Notice Filings (28)

AL AR AZ CA CO FL GA IA IL KS LA MA MD MN MO MS NC NE NH NV NY OK PA SC TN TX VA WA

Address

4200 W. 115TH STREET
SUITE 210
LEAWOOD, KS 66211
United States

Phone: 816-753-5100