FLATTERY WEALTH MANAGEMENT LLC

FLATTERY WEALTH MANAGEMENT LLC of NORTH KANSAS CITY, MO is an SEC-registered investment adviser (CRD 315190). Regulatory assets under management: $17.5M.

Registration

• CRD: 315190
• Type: Registered investment adviser
• Location: 1520 CLAY STREET, NORTH KANSAS CITY, MO, 64116
• Phone: 816-866-8347
• Latest filing: 2026-02-19
• Regulatory AUM: $17.5M
• Discretionary AUM: $17.5M
• Clients: 1
• Accounts: 215

Business model

Compensation: % of AUM, Hourly, Fixed.

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 315190 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search