ViaWealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$255,350,585
Clients
86
Advisors
3
across 2 offices
About
ViaWealth works with individuals, high‑net‑worth households, trusts, estates, charitable organizations and business entities, providing discretionary and non‑discretionary portfolio management, financial planning, and retirement‑plan advisory services. The firm reports approximately $260.7 million in discretionary assets under management and offers both direct management and arrangements that delegate implementation to outside managers.
The firm’s stated investment approach is grounded in Modern Portfolio Theory, aiming to build diversified, efficient portfolios and favoring a long‑term strategic orientation while allowing for occasional tactical adjustments. ViaWealth implements strategies either internally or through a sub‑advisory relationship with Financial Counselors, Inc., and monitors accounts continuously with formal reviews at least annually.
Noteworthy for a firm of its size, ViaWealth advertises third‑party ratings on its public materials, a practice that is uncommon among similar supported firms. The brochure also discloses operational features that may matter to prospective clients — including its sub‑advisory arrangements, potential insurance product recommendations by associated persons, custodial support services, and negotiable fee schedules with household aggregation for fee determination.
Client services
Expertise
Fee options
Fixed fees for retirement plan services; fee amounts are fixed or asset-based (up to 1.50% annually), negotiable based on service complexity.
$0 - $500,000: 1.25% $500,000 - $2,000,000: 1.1% $2,000,000 - $5,000,000: 0.95% $5,000,000 - $10,000,000: 0.85% Greater than $10,000,000+: Negotiated
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for ViaWealth managed accounts; $2,500 minimum annual fee for FCI sub-advised accounts.
Main office
See office8700 State Line Rd, Suite 325
Leawood KS 66206
Advisors at this office
2
Offices (2)
Most active in
Colorado · Florida · Kansas · Minnesota
Also doing business as
Brightline Group · Brightline Group, A Viawealth Company · Viawealth, LLC · Virtix Investment 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.
Quick links
Advisors at this firm
David L
Series 65
Leawood, KS
ViaWealth, LLC
David Larson is a financial advisor at ViaWealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at ViaWealth since 2018, following a tenure at Lake Street Partners, LLC. Outside of his advisory role, he is involved with Larson Building Company, LLC, which he has been associated with since 2013, and BenchMark KC, LLC since 2009. ViaWealth provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic investment approach grounded in Modern Portfolio Theory and manages over $241 million in discretionary assets across 91 client relationships.
Thomas R
Series 63, Series 65
Long Lake, MN
ViaWealth, LLC
Thomas Rash is a financial advisor with ViaWealth, LLC in Long Lake, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Advisornet Financial Network since 2012 and was previously with Brightline Group for 10 years. He also serves as a representative selling fixed life, health, disability, annuities, long-term care, and Medicare supplement insurance. ViaWealth provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm applies Modern Portfolio Theory with a long-term strategic approach, managing assets directly or through a sub-advisory relationship with Financial Counselors, Inc.
Reid L
Series 65
Leawood, KS
ViaWealth, LLC
Reid Larson is a financial advisor with ViaWealth, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Virtix Investment Advisors, LLC and Cargill, as well as self-employment. ViaWealth provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic approach grounded in Modern Portfolio Theory and manages assets through direct accounts or sub-advisory arrangements.
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