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| Keyboard |
| Waterfront Wealth Inc
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|---|---|
| CRD # | 173220 |
| SEC # | 801-110161 |
| CIK # | 0001775210 |
| AUM | 1,138.0 M (2026-03-13) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 913-951-5800 |
| Address | 6711 W 121st Street Overland Park, KS 66209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.0 | ||
| Alphabet Inc | 8.9 | ||
| BlackRock Enhanced Equity Dividend Trust | 7.2 | ||
| Commerce Bancshares Inc /MO/ | 6.8 | ||
| Microsoft Corp | 6.2 | ||
| Leucadia National Corp | 6.1 | ||
| Brookfield Asset Management Inc | 4.5 | ||
| Amazon Com Inc | 4.4 | ||
| KKR & Co LP | 4.2 | ||
| Paypal Holdings Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 527 | 150.0 |
| (b) Individuals (high net worth individuals) | 265 | 935.0 |
| (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 | 0 | 5.0 |
| (h) Charitable organizations | 0 | 37.0 |
| (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 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,224 | 1,138.0 |
| By Discretionary | ||
| Discretionary | 3,224 | 1,138.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,224 | 1,138.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,138.0 | |
| Total | 3,224 | 1,138.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001775210] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dean Capital Management LLC
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|
KS | 1,148.9 M |
|
Atlas Capital Advisors Inc
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CA | 1,148.6 M |
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KS | 1,145.6 M |
|
Ironvine Capital Partners LLC
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NE | 1,143.7 M |
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Foundation Resource Management Inc
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|
AR | 1,137.8 M |
|
Guardian Wealth Strategies LLC
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|
MN | 1,137.6 M |
|
The de Burlo Group Inc
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|
MA | 1,133.4 M |
|
Scott Capital Advisors LLC
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|
OR | 1,131.6 M |
|
Kelly Financial Group LLC
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|
MD | 1,131.1 M |
|
Meramec Financial Planners LLC
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|
MO | 1,126.9 M |