LP Profile

Waterfront Wealth

Also known as waterfront wealth

Wealth ManagerOverland Park, United StatesFounded 1988
$645M
Assets Under Management
Overland Park
Headquarters
Investment Focus

About Waterfront Wealth

Waterfront Wealth is a wealth manager based in Overland Park, US. Founded in 1988. Reported AUM: 645 USD millions.

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Waterfront Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.1B
Total Clients
3,224
Filing Date
March 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Waterfront Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Waterfront Wealth?

Waterfront Wealth is a wealth manager based in Overland Park, United States, managing approximately $645M in assets.

Where is Waterfront Wealth headquartered?

Waterfront Wealth is headquartered in Overland Park, United States.

How much does Waterfront Wealth manage?

Waterfront Wealth manages approximately $645M in assets under management.

When was Waterfront Wealth founded?

Waterfront Wealth was founded in 1988.

How can I contact Waterfront Wealth?

Verified contact details, key decision-makers, and investment preferences for Waterfront Wealth are available on LPbacked. Create a free account to access them.