Leawood, KS Office
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ViaWealth, LLC
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Firm-wide stats for ViaWealth, LLC
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.
Based on ViaWealth, LLC
Expertise
Based on ViaWealth, LLC
Location
8700 State Line Rd, Suite 325
Leawood KS 66206
Advisors at this office
2
Advisors at this office
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.
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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