Viawealth is an investment advisor in Leawood with $181.74 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
832357212
SEC advisor number
801-118904
FINRA CRD number
309043
AUM ?
$211.92 mm
(as of 20 Mar 24)
Accounts
308
(as of 20 Mar 24)
Employees
4
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23