WATERFRONT WEALTH INC.
CRD #173220 SEC #801-110161 OVERLAND PARK, KS 913-951-5800
SEC Registered Disclosures
Total AUM
$890M
Discretionary
$890M
Employees
13
Clients
10
Accounts
4,120
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $890M | $890M | $0 | 13 | 0 |
| Mar 2025 | $890M | $890M | $0 | 13 | 0 |
| Nov 2024 | $775M | $775M | $0 | 13 | 0 |
| Jun 2024 | $775M | $775M | $0 | 13 | 0 |
| Feb 2024 | $730M | $730M | $0 | 13 | 0 |
| Nov 2023 | $645M | $645M | $0 | 14 | 0 |
| Nov 2023 | $645M | $645M | $0 | 14 | 0 |
| Sep 2023 | $645M | $645M | $0 | 14 | 0 |
| Aug 2023 | $645M | $645M | $0 | 14 | 0 |
| Aug 2023 | $645M | $645M | $0 | 14 | 0 |
| Mar 2023 | $645M | $645M | $0 | 14 | 0 |
| Dec 2022 | $675M | $675M | $0 | 13 | 1 |
| Aug 2022 | $675M | $675M | $0 | 13 | 1 |
| Aug 2022 | $675M | $675M | $0 | 13 | 1 |
| Jul 2022 | $675M | $675M | $0 | 13 | 1 |
| Mar 2022 | $675M | $675M | $0 | 13 | 1 |
| Dec 2021 | $640M | $640M | $0 | 11 | 0 |
| Sep 2021 | $640M | $640M | $0 | 11 | 0 |
| Mar 2021 | $570M | $570M | $0 | 10 | 0 |
| Dec 2020 | $420M | $420M | $0 | 11 | 0 |
| Nov 2020 | $420M | $420M | $0 | 11 | 0 |
| Jun 2020 | $420M | $420M | $0 | 11 | 0 |
| Mar 2020 | $420M | $420M | $0 | 11 | 0 |
| Dec 2019 | $334M | $334M | $0 | 11 | 0 |
| Mar 2019 | $334M | $334M | $0 | 11 | 0 |
| Dec 2018 | $266.3M | $266.3M | $0 | 7 | 0 |
| Mar 2018 | $266.3M | $266.3M | $0 | 7 | 0 |
| Dec 2017 | $102M | $102M | $0 | 6 | 0 |
| May 2017 | $102M | $102M | $0 | 6 | 0 |
| Mar 2017 | $102M | $102M | $0 | 6 | 0 |
| Mar 2017 | $102M | $102M | $0 | 6 | 0 |
| Feb 2016 | $0 | $0 | $0 | 6 | 0 |
| Feb 2016 | $0 | $0 | $0 | 6 | 0 |
| Nov 2015 | $0 | $0 | $0 | 6 | 0 |
| Sep 2015 | $0 | $0 | $0 | 6 | 0 |
| Mar 2015 | $0 | $0 | $0 | 6 | 0 |
| Mar 2015 | $0 | $0 | $0 | 6 | 0 |
DateJun 2025
Total AUM$890M
Discretionary$890M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$890M
Discretionary$890M
Non-Disc.$0
Employees13
Clients0
DateNov 2024
Total AUM$775M
Discretionary$775M
Non-Disc.$0
Employees13
Clients0
DateJun 2024
Total AUM$775M
Discretionary$775M
Non-Disc.$0
Employees13
Clients0
DateFeb 2024
Total AUM$730M
Discretionary$730M
Non-Disc.$0
Employees13
Clients0
DateNov 2023
Total AUM$645M
Discretionary$645M
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$645M
Discretionary$645M
Non-Disc.$0
Employees14
Clients0
DateSep 2023
Total AUM$645M
Discretionary$645M
Non-Disc.$0
Employees14
Clients0
DateAug 2023
Total AUM$645M
Discretionary$645M
Non-Disc.$0
Employees14
Clients0
DateAug 2023
Total AUM$645M
Discretionary$645M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$645M
Discretionary$645M
Non-Disc.$0
Employees14
Clients0
DateDec 2022
Total AUM$675M
Discretionary$675M
Non-Disc.$0
Employees13
Clients1
DateAug 2022
Total AUM$675M
Discretionary$675M
Non-Disc.$0
Employees13
Clients1
DateAug 2022
Total AUM$675M
Discretionary$675M
Non-Disc.$0
Employees13
Clients1
DateJul 2022
Total AUM$675M
Discretionary$675M
Non-Disc.$0
Employees13
Clients1
DateMar 2022
Total AUM$675M
Discretionary$675M
Non-Disc.$0
Employees13
Clients1
DateDec 2021
Total AUM$640M
Discretionary$640M
Non-Disc.$0
Employees11
Clients0
DateSep 2021
Total AUM$640M
Discretionary$640M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$570M
Discretionary$570M
Non-Disc.$0
Employees10
Clients0
DateDec 2020
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients0
DateNov 2020
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients0
DateDec 2019
Total AUM$334M
Discretionary$334M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$334M
Discretionary$334M
Non-Disc.$0
Employees11
Clients0
DateDec 2018
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees7
Clients0
DateDec 2017
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients0
DateMay 2017
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0