Viawealth, LLC
● SEC registered since 2020CRD 309043SEC# 801-118904Leawood, KS
Reg. AUM
$260.7M
Employees
4
Accounts
356
Location
Leawood, KS
Viawealth, LLC assets under management
Viawealth, LLC is a registered investment adviser overseen by the SEC based in Leawood, KS. The firm has been registered since 2020. It reports $260.7 million in regulatory assets under management and employs 4 people.
Viawealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lance Larson Control | Managing Member, Founding Partner | 50-75% | 2018 |
| Jeffrey Paul Rosenthal Control | Chief Compliance Officer | Under 5% | 2020 |
| Reid Marshall Larson Control | Managing Member, Founding Partner | 50-75% | 2018 |
Frequently asked questions
How much does Viawealth, LLC manage?
Viawealth, LLC reports $260.7 million in regulatory assets under management on its Form ADV.
How many employees does Viawealth, LLC have?
Viawealth, LLC reports 4 employees.
Where is Viawealth, LLC located?
Viawealth, LLC is based in Leawood, KS and has been SEC-registered since 2020.
Does Viawealth, LLC disclose fund performance?
Viawealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8700 State Line Rd, Suite 325, Leawood, KS 66206 |
| Phone | 844-484-7849 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$260.7M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$260.7Mregulatory AUM
Discretionary $260.7M