MIKE WOLTERS & ASSOCIATES, LTD.

MIKE WOLTERS & ASSOCIATES, LTD. is an SEC-registered investment adviser (CRD 113994). Regulatory assets under management: $19.0M.

Registration

• CRD: 113994
• Type: Registered investment adviser
• Phone: 816-741-1957
• Latest filing: 2026-03-27
• Regulatory AUM: $19.0M
• Discretionary AUM: $19.0M
• Clients: 3
• Accounts: 75

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113994 on SEC IAPD (source of record)
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