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 is organized as a limited liability company and is owned by an individual principal. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It bills clients through a mix of percentage-of-assets and fixed-fee arrangements and is identified in the record as a capital allocator. The firm is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not noted as a pension consultant or a related adviser. An industry affiliation with accounting professionals is recorded.
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 1
Matthew Weglarz
Managing Partner and Chief Compliance OfficerCRD 5365019
Contacts
3 of 3
Trenton 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
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