WICHITA WEALTH MANAGEMENT, LLC

Overview

Wichita Wealth Management, LLC is an independent Registered Investment Adviser organized as an LLC that focuses on individual and family clients and small-business owners. The firm bills on a percentage-of-AUM basis and also uses fixed fees for certain engagements. Its advisory activities center on financial planning and discretionary portfolio management for individuals and small businesses rather than pension consulting or institutional allocation. Investment activity shows a strong bias toward publicly traded equities and exchange-traded instruments. Portfolios appear built around liquid, tradable equity exposures, with mutual funds and annuities used as supplemental building blocks where appropriate. The firm is not positioned as a multi-state adviser or an active ESG investor and does not act as a capital allocator to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices