Kansas City Private Wealth Management, LLC

Overview

Kansas City Private Wealth Management, LLC is an independent registered investment adviser that serves individuals, families and smaller institutional clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges a combination of percentage-of-AUM, hourly and fixed fees, and typically manages client portfolios on a discretionary basis — filings show nearly all assets under management are discretionary. Investment activity is centered on pooled public vehicles; the firm favors diversified mutual fund exposures as the primary allocation tool rather than concentrated single-stock strategies. It does not position itself as an active ESG investor and operates with a custody relationship that supports model-driven and managed-account workflows.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices