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Waterfront Wealth Inc.

● SEC registered since 2017CRD 173220SEC# 801-110161Overland Park, KS
Export (members)
Reg. AUM
$890M
Employees
13
Accounts
4,120
Location
Overland Park, KS

Waterfront Wealth Inc. assets under management

Waterfront Wealth Inc. is an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2017. It reports $890 million in regulatory assets under management and employs 13 people.
www.facebook.com/waterfrontadvisorsView on SEC.gov ↗

Waterfront Wealth Inc. owners & executives

1 reported
NameTitleOwnershipSince
Roger Carter Ratzlaff ControlCeo/CcoOver 75%2012

Frequently asked questions

How much does Waterfront Wealth Inc. manage?

Waterfront Wealth Inc. reports $890 million in regulatory assets under management on its Form ADV.

How many employees does Waterfront Wealth Inc. have?

Waterfront Wealth Inc. reports 13 employees.

Where is Waterfront Wealth Inc. located?

Waterfront Wealth Inc. is based in Overland Park, KS and has been SEC-registered since 2017.

Does Waterfront Wealth Inc. disclose fund performance?

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

Contact & registration

Address6711 W 121st Street, Suite 200, Overland Park, KS 66209
Phone913-951-5800
Fax913-951-5809
Office hours8a.m.-4:30p.m. Cst
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$890M
Non-discretionary$0
Total (RAUM)$890M