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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Jun 18, 2025 REGISTERED
Notice Filings (20)
AR AZ CA CO CT FL IA IL KS LA MI MO NC NE OK PA SC TX VT WI
Address
6711 W 121ST STREETSUITE 200
OVERLAND PARK, KS 66209
United States
Phone: 913-951-5800