Viawealth, LLC
Viawealth, LLC is an SEC-registered ria in Leawood, KS with $260.7M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Viawealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309043, SEC 801-118904, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $260.7M (2026-04-29)
- Firm type
- Ria
- Location
- Leawood, KS
- Employees
- 4
- Clients
- 87
- CRD
- 309043
- Ownership
- Larson, Reid, Marshall; Larson, David, Lance; ZIMMERMAN, MATTHEW, WILLIAM; ROSENTHAL, JEFFREY, PAUL
How much AUM does Viawealth, LLC have?
Viawealth, LLC reported $260.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Viawealth, LLC?
Disclosed owners and executives of Viawealth, LLC include Larson, Reid, Marshall, Larson, David, Lance, ZIMMERMAN, MATTHEW, WILLIAM, ROSENTHAL, JEFFREY, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.