CHASE WEALTH MANAGEMENT

CHASE WEALTH MANAGEMENT of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 340808).

Registration

• CRD: 340808
• Type: Registered investment adviser
• Location: 1201 NW BRIARCLIFF PARKWAY, KANSAS CITY, MO, 64116
• Phone: 816-588-4681
• Latest filing: 2026-06-30
• Clients: 1

Business model

Compensation: % of AUM, 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 340808 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search