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| Viawealth LLC
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| CRD # | 309043 |
| SEC # | 801-118904 |
| CIK # | 0001965401 |
| AUM | 260.7 M (2026-04-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 844-484-7849 |
| Address | 8700 State Line Rd Leawood, KS 66206 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.7 | ||
| Microsoft Corp | 5.6 | ||
| Apple Inc | 4.5 | ||
| Graco Inc | 4.5 | ||
| Alphabet Inc | 3.8 | ||
| Amazon Com Inc | 3.2 | ||
| Valero Energy Corp/Tx | 3.0 | ||
| AbbVie Inc | 2.9 | ||
| Amgen Inc | 2.3 | ||
| Bank of America Corp /DE/ | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 16.0 |
| (b) Individuals (high net worth individuals) | 49 | 239.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 356 | 260.7 |
| By Discretionary | ||
| Discretionary | 356 | 260.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 356 | 260.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.7 | |
| Total | 356 | 260.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965401] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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