Active
UNITING WEALTH PARTNERS
Investment Advice|MISSION, KS
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$544.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 492.8M |
| Non-Discretionary | 51.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 332317 |
| SEC Number | 801-131215 |
| Street Address | 5201 JOHNSON DR. |
| Street Address 2 | SUITE 221 |
| Location | MISSION, KS 66205 |
| Country | United States |
| Phone | 479-364-0686 |
| Total Employees | 11 |
Client Count by Type (527 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 471 |
| High Net Worth Individual… | 45 |
| Corporations/Businesses | 11 |
Community Partners
CITY OF DE SOTO
CITY OF FAIRWAY
CITY OF GARDNER
CITY OF LAKE QUIVIRA
CITY OF LEAWOOD
CITY OF LENEXA
CITY OF MERRIAM
CITY OF MERRIAM KS
CITY OF MISSION
CITY OF MISSION WOODS
CITY OF OVERLAND PARK
CITY OF PRAIRIE VILLAGE
CITY OF SHAWNEE
CITY OF SPRING HILL
COUNTY OF JOHNSON
DE SOTO CITY HALL
JOHNSON COUNTY HEALTH DEPARTMENT
JOHNSON, COUNTY OF KANSAS
TOWNSHIP OF AUBRY
TOWNSHIP OF GARDNER
CITY OF DE SOTO
CITY OF FAIRWAY
CITY OF GARDNER
CITY OF LAKE QUIVIRA
CITY OF LEAWOOD
CITY OF LENEXA
CITY OF MERRIAM
CITY OF MERRIAM KS
CITY OF MISSION
CITY OF MISSION WOODS
CITY OF OVERLAND PARK
CITY OF PRAIRIE VILLAGE
CITY OF SHAWNEE
CITY OF SPRING HILL
COUNTY OF JOHNSON
DE SOTO CITY HALL
JOHNSON COUNTY HEALTH DEPARTMENT
JOHNSON, COUNTY OF KANSAS
TOWNSHIP OF AUBRY
TOWNSHIP OF GARDNER
CITY OF DE SOTO
CITY OF FAIRWAY
CITY OF GARDNER
CITY OF LAKE QUIVIRA
CITY OF LEAWOOD
CITY OF LENEXA
CITY OF MERRIAM
CITY OF MERRIAM KS
CITY OF MISSION
CITY OF MISSION WOODS
CITY OF OVERLAND PARK
CITY OF PRAIRIE VILLAGE
CITY OF SHAWNEE
CITY OF SPRING HILL
COUNTY OF JOHNSON
DE SOTO CITY HALL
JOHNSON COUNTY HEALTH DEPARTMENT
JOHNSON, COUNTY OF KANSAS
TOWNSHIP OF AUBRY
TOWNSHIP OF GARDNER
Municipal Government
23 Active
23
Organizations
AUBRY CEMETERY DISTRICT
CONSOLIDATED FIRE DISTRICT NO 2
DE SOTO CEMETERY DISTRICT
FIRE ADMINISTRATION
HEART OF AMERICA FIRE CHIEFS COUNCIL
JOHNSON COUNTY CONSERVATION DISTRICT
JOHNSON COUNTY HOUSING AUTHORITY
JOHNSON RURAL WATER DISTRICT 7
KANSAS MUNICIPAL ENERGY AGENCY
KANSAS MUNICIPAL GAS AGENCY
MERRIAM DRAINAGE DISTRICT
MONTICELLO CEMETERY DISTRICT
MONTICELLO DRAINAGE DISTRICT
NW CONSOL FIRE DISTRICT
OLATHE CITY HOUSING AUTHORITY
PRAIRIE CENTER CEMETERY DISTRICT
WATER DISTRICT NO 1 OF JOHNSON COUNTY
AUBRY CEMETERY DISTRICT
CONSOLIDATED FIRE DISTRICT NO 2
DE SOTO CEMETERY DISTRICT
FIRE ADMINISTRATION
HEART OF AMERICA FIRE CHIEFS COUNCIL
JOHNSON COUNTY CONSERVATION DISTRICT
JOHNSON COUNTY HOUSING AUTHORITY
JOHNSON RURAL WATER DISTRICT 7
KANSAS MUNICIPAL ENERGY AGENCY
KANSAS MUNICIPAL GAS AGENCY
MERRIAM DRAINAGE DISTRICT
MONTICELLO CEMETERY DISTRICT
MONTICELLO DRAINAGE DISTRICT
NW CONSOL FIRE DISTRICT
OLATHE CITY HOUSING AUTHORITY
PRAIRIE CENTER CEMETERY DISTRICT
WATER DISTRICT NO 1 OF JOHNSON COUNTY
AUBRY CEMETERY DISTRICT
CONSOLIDATED FIRE DISTRICT NO 2
DE SOTO CEMETERY DISTRICT
FIRE ADMINISTRATION
HEART OF AMERICA FIRE CHIEFS COUNCIL
JOHNSON COUNTY CONSERVATION DISTRICT
JOHNSON COUNTY HOUSING AUTHORITY
JOHNSON RURAL WATER DISTRICT 7
KANSAS MUNICIPAL ENERGY AGENCY
KANSAS MUNICIPAL GAS AGENCY
MERRIAM DRAINAGE DISTRICT
MONTICELLO CEMETERY DISTRICT
MONTICELLO DRAINAGE DISTRICT
NW CONSOL FIRE DISTRICT
OLATHE CITY HOUSING AUTHORITY
PRAIRIE CENTER CEMETERY DISTRICT
WATER DISTRICT NO 1 OF JOHNSON COUNTY
Special District
17 Active
17
Organizations
BLUE VALLEY UNIFIED SCHOOL DISTRICT 229
DE SOTO UNIFIED SCHOOL DISTRICT 232
GARDNER-EDGERTON-ANTIOCH SCHOOL DISTRICT 231
SHAWNEE MISSION UNIFIED SCHOOL DISTRICT 512
SPRING HILL UNIFIED SCHOOL DISTRICT 230
UNIFIED SCHOOL DISTRICT 231
UNIFIED SCHOOL DISTRICT NO. 229, JOHNSON COUNTY, STATE OF KANSAS
UNIFIED SCHOOL DISTRICT NO. 232
BLUE VALLEY UNIFIED SCHOOL DISTRICT 229
DE SOTO UNIFIED SCHOOL DISTRICT 232
GARDNER-EDGERTON-ANTIOCH SCHOOL DISTRICT 231
SHAWNEE MISSION UNIFIED SCHOOL DISTRICT 512
SPRING HILL UNIFIED SCHOOL DISTRICT 230
UNIFIED SCHOOL DISTRICT 231
UNIFIED SCHOOL DISTRICT NO. 229, JOHNSON COUNTY, STATE OF KANSAS
UNIFIED SCHOOL DISTRICT NO. 232
BLUE VALLEY UNIFIED SCHOOL DISTRICT 229
DE SOTO UNIFIED SCHOOL DISTRICT 232
GARDNER-EDGERTON-ANTIOCH SCHOOL DISTRICT 231
SHAWNEE MISSION UNIFIED SCHOOL DISTRICT 512
SPRING HILL UNIFIED SCHOOL DISTRICT 230
UNIFIED SCHOOL DISTRICT 231
UNIFIED SCHOOL DISTRICT NO. 229, JOHNSON COUNTY, STATE OF KANSAS
UNIFIED SCHOOL DISTRICT NO. 232
School District
8 Active
8
Organizations
10 MINUTE SALVATION INC
13BEATS FOUNDATION
163 BELLEVUE EASTSIDE
1917 STUDENT FOUNDATION
1C22 MINISTRIES
1 KS 1071
1MILLION PROJECT FOUNDATION
2017 MARINE CORPS LEAGUE CONVENTION CORPORATION
2717 GROUP INC
273 MOKAN CHAPTER OF TROUT UNLIMITED
27 HUEIATLALLI TEOCALLI
2ND WIND FOUNDATION
42 SAMAJ OF GREATER KANSAS CITY INC
475TH FIGHTER GROUP HISTORICAL FOUNDATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4HOPE INSTITUTE
50BY40 INC
5K4MJ
10 MINUTE SALVATION INC
13BEATS FOUNDATION
163 BELLEVUE EASTSIDE
1917 STUDENT FOUNDATION
1C22 MINISTRIES
1 KS 1071
1MILLION PROJECT FOUNDATION
2017 MARINE CORPS LEAGUE CONVENTION CORPORATION
2717 GROUP INC
273 MOKAN CHAPTER OF TROUT UNLIMITED
27 HUEIATLALLI TEOCALLI
2ND WIND FOUNDATION
42 SAMAJ OF GREATER KANSAS CITY INC
475TH FIGHTER GROUP HISTORICAL FOUNDATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4HOPE INSTITUTE
50BY40 INC
5K4MJ
10 MINUTE SALVATION INC
13BEATS FOUNDATION
163 BELLEVUE EASTSIDE
1917 STUDENT FOUNDATION
1C22 MINISTRIES
1 KS 1071
1MILLION PROJECT FOUNDATION
2017 MARINE CORPS LEAGUE CONVENTION CORPORATION
2717 GROUP INC
273 MOKAN CHAPTER OF TROUT UNLIMITED
27 HUEIATLALLI TEOCALLI
2ND WIND FOUNDATION
42 SAMAJ OF GREATER KANSAS CITY INC
475TH FIGHTER GROUP HISTORICAL FOUNDATION INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4HOPE INSTITUTE
50BY40 INC
5K4MJ
Nonprofit Organization
3049 Active
3049
Organizations
Community Partners98 organizations
CITY OF DE SOTO
Municipal Government·DE SOTO
CITY OF LAKE QUIVIRA
Municipal Government·LAKE QUIVIRA
CITY OF LEAWOOD
Municipal Government·LEAWOOD
CITY OF LENEXA
Municipal Government·LENEXA
CITY OF MERRIAM KS
Municipal Government·MISSION
CITY OF MISSION
Municipal Government·MISSION
CITY OF OVERLAND PARK
Municipal Government·OVERLAND PARK
CITY OF SPRING HILL
Municipal Government·SPRING HILL
COUNTY OF JOHNSON
Municipal Government·OLATHE
DE SOTO CITY HALL
Municipal Government·DE SOTO
JOHNSON COUNTY HEALTH DEPARTMENT
Municipal Government·OLATHE
JOHNSON, COUNTY OF KANSAS
Municipal Government·OLATHE
TOWNSHIP OF AUBRY
Municipal Government·STILWELL
TOWNSHIP OF GARDNER
Municipal Government·GARDNER
TOWNSHIP OF MCCAMISH
Municipal Government·GARDNER
TOWNSHIP OF OXFORD
Municipal Government·OLATHE
TOWNSHIP OF SPRING HILL
Municipal Government·SPRING HILL
AUBRY CEMETERY DISTRICT
Special District·STILWELL
CONSOLIDATED FIRE DISTRICT NO 2
Special District·PRAIRIE VILLAGE
DE SOTO CEMETERY DISTRICT
Special District·DE SOTO
FIRE ADMINISTRATION
Special District·OLATHE
HEART OF AMERICA FIRE CHIEFS COUNCIL
Special District·OVERLAND PARK
JOHNSON COUNTY CONSERVATION DISTRICT
Special District·OLATHE
KANSAS MUNICIPAL GAS AGENCY
Special District·OVERLAND PARK
MERRIAM DRAINAGE DISTRICT
Special District·SHAWNEE MISSION
MONTICELLO CEMETERY DISTRICT
Special District·SHAWNEE
MONTICELLO DRAINAGE DISTRICT
Special District·BONNER SPRINGS
NW CONSOL FIRE DISTRICT
Special District·DE SOTO
PRAIRIE CENTER CEMETERY DISTRICT
Special District·OLATHE
UNIFIED SCHOOL DISTRICT 231
School District·GARDNER
UNIFIED SCHOOL DISTRICT NO. 229, JOHNSON COUNTY, STATE OF KANSAS
School District·OVERLAND PARK
UNIFIED SCHOOL DISTRICT NO. 232
School District·DE SOTO
10 MINUTE SALVATION INC
Nonprofit Organization·SHAWNEE
13BEATS FOUNDATION
Nonprofit Organization·LEAWOOD
163 BELLEVUE EASTSIDE
Nonprofit Organization·Overland Park
1917 STUDENT FOUNDATION
Nonprofit Organization·Lenexa
1C22 MINISTRIES
Nonprofit Organization·lenexa
1 KS 1071
Nonprofit Organization·Overland Park
1MILLION PROJECT FOUNDATION
Nonprofit Organization·Overland Park
2017 MARINE CORPS LEAGUE CONVENTION CORPORATION
Nonprofit Organization·Shawnee
2717 GROUP INC
Nonprofit Organization·Prairie Village
273 MOKAN CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·OVERLAND PARK
27 HUEIATLALLI TEOCALLI
Nonprofit Organization·Overland Park
2ND WIND FOUNDATION
Nonprofit Organization·Shawnee
42 SAMAJ OF GREATER KANSAS CITY INC
Nonprofit Organization·LENEXA
475TH FIGHTER GROUP HISTORICAL FOUNDATION INC
Nonprofit Organization·Leawood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Spring Hill
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Spring Hill
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Gardner
4HOPE INSTITUTE
Nonprofit Organization·OVERLAND PARK
50BY40 INC
Nonprofit Organization·LEAWOOD
5K4MJ
Nonprofit Organization·Overland Park
810 CARES FOR KC FOUNDATION
Nonprofit Organization·Overland Park
9U MNS INDIANS
Nonprofit Organization·OVERLAND PARK
AACE INTERNATIONAL
Nonprofit Organization·Overland Park
AAPI GREATER KANSAS CITY
Nonprofit Organization·Lenexa
ABDALLAH FAMILY INC
Nonprofit Organization·Overland Park
ABDALLAH SHRINERS
Nonprofit Organization·OVERLAND PARK
ABDALLAH TEMPLE BUILDING ASSOCIATION
Nonprofit Organization·OVERLAND PARK
A BETTER GOFF INC
Nonprofit Organization·Leawood
ABIGAIL MINISTRIES INC
Nonprofit Organization·OVERLAND PARK
ABILITYS HELPING HANDS INC
Nonprofit Organization·Overland Park
ABRAHAMS PROMISE
Nonprofit Organization·LENEXA
ABUNDANT LIVING LEGACY LIFE CARE
Nonprofit Organization·OVERLAND PARK
AC3 Foundation Inc
Nonprofit Organization·Overland Park
ACADEMY 1740 INC
Nonprofit Organization·LEAWOOD
ACADEMY FOR CLIMATE AND ENERGY ANALYSIS INC
Nonprofit Organization·SHAWNEE
ACADEMY FOR THE INTEGRATED ARTS
Nonprofit Organization·OVERLAND PARK
ACADEMY OF ARTS AND SCIENCE INSTITUTE
Nonprofit Organization·Shawnee
Academy of Integrative Pain Management
Nonprofit Organization·Lenexa
ACCELERATED SCHOOLS OF OVERLAND PARK INC
Nonprofit Organization·OVERLAND PARK
ACCESS DANCE INC
Nonprofit Organization·Shawnee
ACCP FOUNDATION
Nonprofit Organization·LENEXA
ACCREDITATION COUNCIL FOR
Nonprofit Organization·OVERLAND PARK
ACES FASTPITCH CLUB
Nonprofit Organization·OVERLAND PARK
ACHIEVEMENT FIRST KC FOUNDATION
Nonprofit Organization·Leawood
ADASTRA BIO INC
Nonprofit Organization·SHAWNEE
Ad Astra Education Foundation
Nonprofit Organization·OVERLAND PARK
ADOPT A GRADE INC
Nonprofit Organization·OVERLAND PARK
ADOPT-A-MISSIONARY INTERNATIONAL
Nonprofit Organization·Overland Park
ADOPT A VILLAGE INC
Nonprofit Organization·SHAWNEE
Adoption & Beyond Inc
Nonprofit Organization·Stilwell