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WATERFRONT WEALTH INC.

UUID9cb10a30-5271-59bc-bb8c-f49062759efd
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 173220 173220 1.0
sec_file_number 801-110161 801-110161

Profile

Websitehttps://www.facebook.com/waterfrontadvisors/
HQ CityOVERLAND PARK
HQ StateKS
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)890,000,000.0
  • RAUM (discretionary)890,000,000.0
  • Actionable assets739,000,000.0
  • Accounts4,120.0

Institutional Clients

  • Government AUM
  • Pension AUM6,000,000.0
  • Charitable AUM35,000,000.0
  • HNW AUM690,000,000.0

As of 2025-06-18 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.