Viawealth, LLC

RIASEC RegisteredEst. 2020
Total AUM
$261M
Discretionary
$261M
100% of AUM
Avg account
$732K
Accounts
356
Employees
4
Advisory reps
4

Firm details

Headquarters
Leawood, Kansas
CRD number
309043
Registered since
June 11, 2020
Website
www.viawealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI91.79%
  • Individuals6.14%
  • Pension & Profit Sharing Plans2.07%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Viawealth, LLC is an independent RIA organized as an LLC and SEC-registered since 2020. The firm is owned by an individual and describes itself as a capital allocator working with both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are a mix of percentage of AUM and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 53%, Public Funds/Mutual Funds 32%, Cash & Cash Equivalents 7%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, State & Local Bonds 2%53%
  • Exchange Traded Equities53%
  • Public Funds/Mutual Funds32%
  • Cash & Cash Equivalents7%
  • US Government Bonds3%
  • Investment Grade Corp Bonds3%

Owners & executives

1 of 1
  • Jeffrey Rosenthal

    Jeffrey Rosenthal

    Chief Compliance OfficerCRD 6775330

Contacts

3 of 3
  • Thomas Rash

    Thomas Rash

    Managing DirectorCRD 2459665

  • David Larson

    David Larson

    Founder & Managing MemberCRD 7249182

  • Reid Larson

    Reid Larson

    Founder and Managing MemberCRD 7249044

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 66

Active vs passive

$94.2M in ETFs

Passive

76%

$71.2M

Active

23%

$23M

ETFProviderStyleCategoryValueShares% of portfolio
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL)ProSharesPassiveLarge Value$6.7M118,8007.08%
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Location

Primary office

Leawood, KS

Johnson

Location

Leawood, KS

Headquartered in Leawood, 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
8700 State Line Rd
Time zone
CT (UTC-6)
Office locations

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