VIAWEALTH, LLC
Firm details
- Headquarters
- LEAWOOD, Kansas
- CRD number
- 309043
- Registered since
- June 11, 2020
- Website
- www.viawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.79%
- Individuals6.14%
- Pension & Profit Sharing Plans2.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Viawealth, LLC is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting third‑party advisers. Compensation is a mix of percentage‑of‑AUM and fixed fees. Viawealth identifies as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents7%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1JEFFREY ROSENTHAL
Chief Compliance OfficerCRD 6775330
Contacts
3 of 3THOMAS RASH
Managing DirectorCRD 2459665
David Larson
Founder & Managing MemberCRD 7249182
Reid Larson
Founder and Managing MemberCRD 7249044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$86.4M in ETFs
71%
$61.1M
28%
$25.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL) | ProShares | Passive | Large Value | $6.5M | 61,462 | 7.54% |
Location
LEAWOOD, KS
JOHNSON
Location
LEAWOOD, KS
Headquartered in LEAWOOD, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 8700 State Line Rd
- Time zone
- CT (UTC-6)
- Office locations
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