JAVA WEALTH PLANNING

JAVA WEALTH PLANNING is an SEC-registered investment adviser (CRD 297416). Regulatory assets under management: $20.4M.

Registration

• CRD: 297416
• Type: Registered investment adviser
• Phone: (816) 656-3210
• Latest filing: 2026-03-05
• Regulatory AUM: $20.4M
• Discretionary AUM: $20.4M
• Clients: 2
• Accounts: 145

Business model

Compensation: Fixed.

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 297416 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search