Fountain Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fountain Private Wealth is a newly filing SEC-registered investment adviser that intends to serve individuals, high‑net‑worth clients, trusts, retirement plans, and other institutional and fiduciary clients through discretionary and non‑discretionary investment management, financial planning, and consulting. The firm’s brochure describes offering portfolio management for individual clients and ongoing financial planning and consultation as part of its advisory services.
The brochure describes an investment process that blends diversification and both passive and active strategies, including ETFs, mutual funds, alternatives, options, and the use of third‑party Independent Managers (including the Altruist platform). It also details analytical methods such as technical and relative‑strength analysis, trend‑following (200‑day average), tactical asset allocation, and using cash strategically, with continuous monitoring and the ability to manage accounts on a discretionary basis.
What is distinctive about Fountain compared with many peers in this filing category is that, despite having no active registered advisors or assets at filing, it emphasizes services that are statistically uncommon for no‑advisor firms — explicit individual portfolio management, integrated financial planning, and the brochure indicates use of testimonials in advertising. The brochure also notes reliance on third‑party platforms and Independent Managers, does not describe private‑fund advisory activity, and discloses that the firm will not vote client proxies, which together shape an operational model different from many small or newly filing advisers.
Client services
Expertise
Fee options
Fixed flat dollar fee option may be offered, no specific amounts stated.
Up to 1% annually (fee may be fixed percentage or tiered schedule, exact tiers not specified)
Minimum fee: A minimum annual fee may apply, but no specific amount stated.
Main office
4901 W. 136th Street
Leawood KS 66224
Advisors at this office
1
Most active in
Colorado · Florida · Illinois · Kansas · Missouri · Ohio · Texas
Also doing business as
Fountain Private Wealth, LLC · Fountain 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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