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Viawealth, LLC

● SEC registered since 2020CRD 309043SEC# 801-118904Leawood, KS
Export (members)
Reg. AUM
$241.5M
Employees
4
Accounts
338
Location
Leawood, KS

Viawealth, LLC assets under management

Viawealth, LLC is a registered investment adviser overseen by the SEC based in Leawood, KS. The firm has been registered since 2020. It reports $241.5 million in regulatory assets under management and employs 4 people.
www.facebook.com/viawealthView on SEC.gov ↗

Viawealth, LLC owners & executives

3 reported
NameTitleOwnershipSince
David Lance Larson ControlManaging Member, Founding Partner50-75%2018
Jeffrey Paul Rosenthal ControlChief Compliance OfficerUnder 5%2020
Reid Marshall Larson ControlManaging Member, Founding Partner50-75%2018

Frequently asked questions

How much does Viawealth, LLC manage?

Viawealth, LLC reports $241.5 million in regulatory assets under management on its Form ADV.

How many employees does Viawealth, LLC have?

Viawealth, LLC reports 4 employees.

Where is Viawealth, LLC located?

Viawealth, LLC is based in Leawood, KS and has been SEC-registered since 2020.

Does Viawealth, LLC disclose fund performance?

Viawealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8700 State Line Rd, Suite 325, Leawood, KS 66206
Phone844-484-7849
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$241.5M
Non-discretionary$0
Total (RAUM)$241.5M