Wealth | Kc
Investment Management • 
Kansas City, Missouri, United States • 1-10 Employees
Company overview
| Headquarters | 1420 NW Vivion Rd., Kansas City, Missouri 64118, US |
| Phone number | +18168204756 |
| Website | |
| NAICS | 5231 |
| SIC | 736 |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contacts at Wealth | Kc
Leah Fletcher
Director Of Client Experience
Shean Fletcher
Founder, Wealth Advisor
Brooke Twaddle
Director Of Operations
About Wealth | Kc
Based locally in Kansas City, we are independent financial planners and wealth advisor - our focus is solely on the client as fiduciaries. Proudly serving the best of the midwest. After years with a national brokerage firm, our goal was to create a boutique culture with no sales, no required revenue, no shareholders to please, and no industry relationships to maintain. Our goal is to simply uphold the fiduciary standard with transparent, conflict-free advice that is in the best interest of our clients. Together, we guide our clients through every life stage with comprehensive financial planning and investment management. We help our clients organize their wealth, simplify the complex, and pursue their goals through detailed planning.
Wealth | Kc revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealth | Kc has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Wealth | Kc has never raised funding before.
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