HDQ WEALTH

HDQ WEALTH of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 313427). Regulatory assets under management: $49.2M.

Registration

• CRD: 313427
• Type: Registered investment adviser
• Location: 1100 MAIN STREET, KANSAS CITY, MO, 64105
• Phone: 913-283-4423
• Latest filing: 2026-06-02
• Regulatory AUM: $49.2M
• Discretionary AUM: $39.0M
• Non-discretionary AUM: $10.2M
• Clients: 4
• Accounts: 180

Business model

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

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313427 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search