BUFFALO RUN WEALTH ADVISORS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
MISSION, Kansas
CRD number
338661
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Buffalo Run Wealth Advisors LLC operates as a privately held limited liability company with an individual owner and a focus on providing advisory services to individuals and small businesses. The firm bills clients using both a percentage-of-AUM structure and fixed fees, and its advisory scope includes financial planning, discretionary portfolio management for individuals and small business owners, and the selection of outside advisers or managers on behalf of clients. The dataset does not identify the firm as an active ESG investor and does not list pension consulting or related-adviser activities. The firm is identified as a capital allocator, which suggests it constructs client programs that can include external managers or third-party solutions rather than relying solely on in-house strategies. An industry affiliation with accounting professionals is noted, indicating a likely working relationship with accountants for client servicing or tax-related coordination.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW WEGLARZ

    Managing Partner and Chief Compliance OfficerCRD 5365019

Contacts

3 of 4
  • Trenton Swift

    Director Of Risk ManagementCRD 6419132

  • Brendan Reilly

    PartnerCRD 8179934

  • JAMES CARROLL

    PartnerCRD 6033003

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MISSION, KS

JOHNSON

Location

MISSION, KS

Headquartered in MISSION, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
6901 Shawnee Mission Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth