C
Chase Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm, formed in early 2026, provides wealth management and financial planning to individuals, high-net-worth individuals, and charitable organizations, offering discretionary investment management, written financial plans, and referrals to outside managers. Services cover investment supervision across equities, fixed income, mutual funds, ETFs and cash equivalents, along with one-time fixed-fee planning engagements that address retirement, tax, estate, and business planning topics.
Its investment approach emphasizes asset allocation guided by Modern Portfolio Theory and a blend of passive and active strategies, using fundamental, technical, and cyclical analysis to inform selections. The firm may implement model portfolios via a third‑party Model Marketplace and engage Outside Managers, exercising limited discretionary trading authority and occasional block trading for managed accounts.
Noteworthy features include that the firm’s principal holds an insurance license but the brochure discloses no affiliation with insurance companies and states the principal will not sell insurance products to clients—an arrangement that is uncommon for firms in this category. The adviser is newly registered with no assets under management at filing, discloses a separate real-estate investment activity occupying roughly 10% of the principal’s time, and relies on a single digital custody/platform relationship and third‑party payment processor for onboarding and fee collection.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Cash flow / budgeting
General estate planning guidance
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001+: 0.60%
Fee-only: Fixed fees range from $1,000 to $10,000 for Financial Planning
Main office location
Chase Wealth Management
1201 Nw Briarcliff Parkway, Suite #201
Kansas City MO 64116, United States
Number of offices
1
Most active in
Chase Wealth Management has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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