KHC Wealth Management Review

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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KHC Wealth Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 9 advisors. KHC Wealth Management manages $345.0 million and provides investment advisory services for 270 clients (1:30 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $583,333
Average Client Balance $1,277,917
Hybrid Advisor No
Disciplinary History No
Total AUM $345.0 million
Advisor / Client Ratio 1:30
Headquarters Overland Park, KS
SEC Filings Forms and Brochures    (CRD # 107212)
State(s) Registered AZ, FL, KS, LA, MO, TX

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