KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC

KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 172528). Regulatory assets under management: $103.9M.

Registration

• CRD: 172528
• Type: Registered investment adviser
• Location: 3 W 63RD STREET, KANSAS CITY, MO, 64113
• Phone: 816-214-8344
• Latest filing: 2026-03-23
• Regulatory AUM: $103.9M
• Discretionary AUM: $102.0M
• Non-discretionary AUM: $1.9M
• Clients: 1
• Accounts: 319

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172528 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search