S
State Line Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,839,942
Clients
38
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$443,156
About
The firm provides fee-based investment advisory services to individuals, trusts, estates, charitable organizations, corporations and pension or profit-sharing plans. It also offers retirement-plan consulting and non-discretionary ERISA 3(21) fiduciary services to plan sponsors, including assistance with investment option selection, monitoring and participant education.
The firm follows a tactical allocation strategy intended to manage risk and pursue improved performance, using fundamental, technical and cyclical analysis and employing both short- and long-term positions; cash allocations may be used as a hedge. A substantial portion of assets are managed on a non-discretionary basis, so clients and plan sponsors typically retain final decision authority while the firm provides recommendations and periodic reviews.
What distinguishes the firm from many peers is its affiliation with a related exempt commodity pool operator and a commodity pool that it may recommend to clients, a relationship the firm discloses can create conflicts of interest. The firm’s managing member devotes a significant portion of time to that affiliated commodity business, and the firm reports a larger share of non-discretionary AUM alongside explicit pension consulting and fiduciary retirement-plan services than is common for similar independent advisors.
Client services
Portfolio management
Pension consulting
Expertise
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Fee options
1.00% per annum
Main office location
State Line Wealth Management
9393 West 110 Th Street, 51 Corporate Woods, Suite 500
Overland Park KS 66210, United States
Number of offices
1
Most active in
State Line Wealth Management has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
Forms ADV
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