Gaughan & Connealy Wealth Management, LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Overland Park, Kansas
CRD number
289808
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Gaughan & Connealy Wealth Management, LLC is a small, privately owned limited liability company that serves individual and family clients. The firm identifies as a capital allocator and primarily functions by selecting other advisers to manage investments, rather than running large in-house strategies. Its fee structure is categorized as "Other" in the source data; details on billing mechanics are not provided. The adviser is not positioned as an active ESG investor, is not a multistate adviser, and is not described as a pension consultant or related adviser. The firm maintains an industry affiliation with a law firm, which may reflect a referral or professional network relationship. SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Christopher Gaughan

    Christopher Gaughan

    Estate Planning Attorney and PartnerCRD 6890351

  • Kerry Connealy

    Kerry Connealy

    CCOCRD 6890353

Wealth teams

FINTRX

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

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, 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
4400 College Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth