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State Line Wealth Management

Headquartered in OLATHE, KS

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Firm Information

State Line Wealth Management is an investment advisor registered with the SEC and located in KS. The firm manages approximately $35.05 million in assets for 61 clients, with a focus on pension and profit sharing plans and individuals. They provide portfolio management services for both individuals and businesses.

State Line Wealth Management

$35.05M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

STATE LINE WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

OLATHE, KS

Advisors at State Line Wealth Management

View All 1 Advisors
Unclaimed
Stephen Wesley Brimacombe

RA

OLATHE, KS

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Disclosures

There are no public disclosures for State Line Wealth Management.

Frequently Asked Questions (5)

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