VIAWEALTH, LLC
CRD #309043 SEC #801-118904 LEAWOOD, KS 844-484-7849
SEC Registered
Total AUM
$241.5M
Discretionary
$241.5M
Employees
4
Clients
26
Accounts
338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $241.5M | $241.5M | $0 | 4 | 0 |
| Feb 2025 | $241.5M | $241.5M | $0 | 4 | 0 |
| Feb 2025 | $241.5M | $241.5M | $0 | 4 | 0 |
| Nov 2024 | $211.9M | $211.9M | $0 | 4 | 0 |
| Mar 2024 | $211.9M | $211.9M | $0 | 4 | 0 |
| Oct 2023 | $181.7M | $181.7M | $0 | 7 | 0 |
| Oct 2023 | $181.7M | $181.7M | $0 | 8 | 0 |
| May 2023 | $181.7M | $181.7M | $0 | 8 | 0 |
| Apr 2023 | $181.7M | $181.7M | $0 | 8 | 0 |
| Feb 2023 | $181.7M | $181.7M | $0 | 8 | 0 |
| Nov 2022 | $123M | $123M | $0 | 6 | 0 |
| Nov 2022 | $123M | $123M | $0 | 6 | 0 |
| Oct 2022 | $65M | $65M | $0 | 6 | 0 |
| Sep 2022 | $65M | $65M | $0 | 5 | 0 |
| Jul 2022 | $65M | $65M | $0 | 5 | 0 |
| Apr 2022 | $65M | $65M | $0 | 5 | 0 |
| Mar 2022 | $65M | $65M | $0 | 5 | 0 |
| Sep 2021 | $54.3M | $54.3M | $0 | 4 | 0 |
| Sep 2021 | $54.3M | $54.3M | $0 | 4 | 0 |
| Aug 2021 | $54.3M | $54.3M | $0 | 4 | 0 |
| Jul 2021 | $54.3M | $54.3M | $0 | 4 | 0 |
| Jun 2021 | $54.3M | $54.3M | $0 | 4 | 0 |
| Mar 2021 | $54.3M | $54.3M | $0 | 4 | 0 |
DateMay 2025
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$211.9M
Discretionary$211.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$211.9M
Discretionary$211.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$181.7M
Discretionary$181.7M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$181.7M
Discretionary$181.7M
Non-Disc.$0
Employees8
Clients0
DateMay 2023
Total AUM$181.7M
Discretionary$181.7M
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$181.7M
Discretionary$181.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$181.7M
Discretionary$181.7M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$54.3M
Discretionary$54.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$54.3M
Discretionary$54.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$54.3M
Discretionary$54.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$54.3M
Discretionary$54.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$54.3M
Discretionary$54.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$54.3M
Discretionary$54.3M
Non-Disc.$0
Employees4
Clients0