| As of Date | 04/13/2026 |
| Registration | SEC, Approved, 08/27/2021 |
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| ADV Location | OVERLAND PARK, KS, United States |
| Contact Info | 734 xxxxxxx |
| Websites |
| AUM* | 900,364,399 76% |
| of that, discretionary | 897,028,138 76% |
| Number of Employees | 20 33% |
| of those in investment advisory functions | 18 29% |
| Private Fund GAV* | 0 |
| Avg Account Size | 305,934 2% |
| % High Net Worth | 29.53% 10% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser WEALTH ADVISORS NW | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM354.3m | #Funds- | |
| Adviser BUCKINGHAM CAPITAL MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM911.0m | #Funds- | |
| Adviser PARAGON FINANCIAL SERVICES | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM383.7m | #Funds- | |
| Adviser ERGAWEALTH ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM341.5m | #Funds- | |
| Adviser MUELLER FINANCIAL SOLUTIONS CO. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM155.7m | #Funds- | |
| Adviser BALTIMORE-WASHINGTON FINANCIAL ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM3.0b | #Funds- | |
| Adviser CAPITAL WEALTH INVESTMENTS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM423.0m | #Funds- | |
| Adviser UNIQUE WEALTH STRATEGIES | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM381.5m | #Funds- | |
| Adviser V WEALTH ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.5b | #Funds- | |
| Adviser PRINCIPIUM INVESTMENTS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM225.4m | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TR | $ Position$140,291,034 | % Position17.00% | $ Change142.00% | # Change89.00% |
| Stck Ticker025072703 | Stock NameAMERICAN CENTY ETF TR | $ Position$94,456,501 | % Position11.00% | $ Change2.00% | # Change-3.00% |
| Stck Ticker025072604 | Stock NameAMERICAN CENTY ETF TR | $ Position$76,998,647 | % Position9.00% | $ Change54.00% | # Change29.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$35,712,967 | % Position4.00% | $ Change-36.00% | # Change-44.00% |
| Stck Ticker921937827 | Stock NameVANGUARD BD INDEX FDS | $ Position$31,265,223 | % Position4.00% | $ Change12973.00% | # Change13057.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$31,507,092 | % Position4.00% | $ Change-33.00% | # Change-39.00% |
| Stck Ticker921937819 | Stock NameVANGUARD BD INDEX FDS | $ Position$32,118,616 | % Position4.00% | $ Change34.00% | # Change35.00% |
| Stck Ticker92647N527 | Stock NameVICTORY PORTFOLIOS II | $ Position$26,698,856 | % Position3.00% | $ Change27.00% | # Change28.00% |
| Stck Ticker464287408 | Stock NameISHARES TR | $ Position$27,301,013 | % Position3.00% | $ Change-38.00% | # Change-43.00% |
| Stck Ticker464288513 | Stock NameISHARES TR | $ Position$15,951,552 | % Position2.00% | $ Change52.00% | # Change51.00% |