Viawealth, LLC

ViaWealth, LLC is a registered investment adviser based in Leawood, KS, established in 2018 and registered in 2020. The firm offers discretionary and non-discretionary management, advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and businesses. ViaWealth follows fiduciary standards, acting in clients' best interests, even for retirement accounts. The firm's fees for wealth management services are based on account size, with annual fees up to 1.2%, negotiable based on assets managed. ViaWealth does not charge performance-based fees and requires a minimum household size of $500,000 for portfolio management services. The firm's investment strategy is based on Modern Portfolio Theory, focusing on efficient portfolios. ViaWealth does not sponsor a "wrap fee" program but may delegate investment management to outside managers. Clients receive regular account statements and performance reports. The firm does not vote proxies for clients and does not hold client funds directly, instead using third-party custodians. ViaWealth may accept discretionary authority to manage accounts, subject to client risk profiles and objectives. The firm has no financial conditions triggering additional reporting requirements.