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Wealth|KC

Finance · Kansas City, Missouri

FinancialFinance
Kansas City, Missouri, United States14 employees$5.3M revenue
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Products & Services

FinancialFinanceFinancial Services

About Wealth|KC

Fiduciary financial planning and investment management firm proudly serving Kansas City - focused on helping our clients pursue their financial and life goals. We provide fee-based, comprehensive financial planning from wealth accumulators to retirees.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Wealth|KC is one of 73,648 Financial companies listed in Missouri.

Business Contact Information

Phone
+1 (816) 8204756
Address
1420 NW Vivion Rd, Kansas City, Missouri, 64118, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
14 (11-20)
Annual Revenue
$5.3M ($5M-$10M)

Wealth|KC: frequently asked questions

What does Wealth|KC do?

Fiduciary financial planning and investment management firm proudly serving Kansas City - focused on helping our clients pursue their financial and life goals. We provide fee-based, comprehensive financial planning from wealth accumulators to retirees.

Where is Wealth|KC located?

Wealth|KC is headquartered at 1420 NW Vivion Rd, Kansas City, Missouri, 64118, United States.

How many employees does Wealth|KC have?

Wealth|KC has about 14 employees (the 11-20 range).

What is Wealth|KC's annual revenue?

Wealth|KC's annual revenue is estimated at $5.3M (the $5M-$10M range).

What industry is Wealth|KC in?

Wealth|KC is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Wealth|KC?

Its website is wealthkc.com and its phone number is +1 (816) 8204756.

What companies are similar to Wealth|KC?

Other large financial companies in Missouri include Cardinal Health Inc, Centene Corp, Louis Dreyfus Co and Rabobank.

Largest financial companies in Missouri

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Manufacturing sales in Missouri, 2026

In Missouri, Factur's 2026 study counted 29 manufacturing quotes worth $962K and 9 purchase orders over 12 months: 31% of quotes became orders, against 21% nationally. See the Missouri data.

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