ROADMAP WEALTH MANAGEMENT LLC

ROADMAP WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 229789). Regulatory assets under management: $38.0M.

Registration

• CRD: 229789
• Type: Registered investment adviser
• Phone: 913-609-1633
• Latest filing: 2026-01-14
• Regulatory AUM: $38.0M
• Discretionary AUM: $38.0M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 229789 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search