INDEX WEALTH ADVISORS, LLC

INDEX WEALTH ADVISORS, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 155628). Regulatory assets under management: $39.6M.

Registration

• CRD: 155628
• Type: Registered investment adviser
• Location: 5440 WEST 110TH STREET, OVERLAND PARK, KS, 66211
• Phone: 913-897-0900
• Latest filing: 2026-04-23
• Regulatory AUM: $39.6M
• Discretionary AUM: $36.2M
• Non-discretionary AUM: $3.5M
• Clients: 2
• Accounts: 170

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155628 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search