BUFFALO RUN WEALTH ADVISORS LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MATTHEW WEGLARZ
Managing Partner and Chief Compliance OfficerCRD 5365019
Contacts
3 of 4Trenton Swift
Director Of Risk ManagementCRD 6419132
Brendan Reilly
PartnerCRD 8179934
JAMES CARROLL
PartnerCRD 6033003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
TITAN WEALTH ADVISORY, LLC
RIAMISSION, KS
BG WEALTH ADVISORY, LLC
RIAMISSION, KS
WEAVER FINANCIAL
RIAMISSION, KS
KORNITZER CAPITAL MANAGEMENT, INC.
RIAMISSION, KS
WESTWARD INVESTMENT ADVISORY
RIAMISSION, KS
MISSION FINANCIAL PLANNING, INC.
RIAMISSION, KS