Buffalo Run Wealth Advisors LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

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 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

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

    Matthew Weglarz

    Managing Partner and Chief Compliance OfficerCRD 5365019

Contacts

3 of 3
  • Trenton Swift

    Trenton Swift

    Director Of Risk ManagementCRD 6419132

  • Brendan Reilly

    PartnerCRD 8179934

  • James Carroll

    PartnerCRD 6033003

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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