Buffalo Run Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Buffalo Run Wealth Advisors LLC offers portfolio management and financial planning services, providing both discretionary and non‑discretionary management, individualized Investment Policy Statements, and access to third‑party model management platforms. The firm’s brochure identifies Individuals and High‑Net‑Worth Individuals as target client types, but it reported zero assets under management and no client accounts as of December 2025.
BRWA’s investment approach emphasizes ETF‑focused, long‑term strategies grounded in fundamental analysis and modern portfolio theory, while noting the potential use of short‑term trading and options strategies where suitable. Advisors tailor portfolios to clients’ goals and risk tolerances, may employ third‑party model portfolios through MMPs, and offer financial planning that can be provided complementary to ongoing portfolio management.
Distinctive aspects include its common ownership with Buffalo Run Accounting and Buffalo Run Tax and Financial, an affiliation that the brochure discloses may lead to cross‑referral opportunities and bundled tax/accounting services and presents potential conflicts of interest. The firm also requires clients to use the Altruist custodian and highlights a credentialed advisory team (including CFA and CFP/ChFC designations) alongside disclosures about insurance licensing and related conflicts.
Client services
Expertise
Fee options
Financial planning fixed fees up to $5,000, negotiable based on client complexity and services
$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
Main office
6901 Shawnee Mission Parkway, Suite 208
Mission KS 66062
Advisors at this office
2
Most active in
Colorado · Kansas
Also doing business as
Buffalo Run Wealth Advisors (Brwa) · Buffalo Run Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Matthew W
CFA®
Mission, KS
Buffalo Run Wealth Advisors LLC
Matthew Weglarz is a CFA® charterholder currently with Buffalo Run Wealth Advisors LLC. He has over 16 years of industry experience, including roles at Tortoise Capital Advisors, Mariner Wealth Advisors, Triad Wealth Partners, and WealthCrossing. He also serves as Director of Operations at another investment adviser firm, WealthCrossing, where he does not provide advisory services. Buffalo Run Wealth Advisors LLC offers portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm emphasizes ETF-focused, long-term investment strategies grounded in fundamental analysis and modern portfolio theory, tailoring portfolios to client goals and risk tolerances.
Trenton S
CFP®, ChFC®, Series 63
Mission, KS
Buffalo Run Wealth Advisors LLC
Trenton Swift is a CFP® and ChFC® with 11 years of industry experience, currently serving as an advisor at Buffalo Run Wealth Advisors LLC. His career includes roles at Farm Bureau Financial Services and Country Financial. Buffalo Run Wealth Advisors LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients, using ETF-focused, long-term strategies based on fundamental analysis and modern portfolio theory. The firm offers tailored portfolios and access to third-party model management platforms, with additional tax and accounting services through affiliated entities.
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