City
Wealth management firms in Lenexa, Kansas
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Lenexa, Kansas reported $1.0 billion in regulatory assets under management; the largest by assets was Copper Financial, with $410.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $93.0 million
- SEC-registered, of those listed
- 3 of 11 (27.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Copper Financial Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $410.7 million | 4,987 |
| 2 | Dogwood Wealth Management, LLC | SEC | $257.2 million | 839 |
| 3 | Freedom Value Partners, LLC | SEC | $119.1 million | 95 |
| 4 | Chladek Wealth Management, LLC | State | $68.1 million | 238 |
| 5 | Zenith Financial Planning Inc | State | $62.6 million | 249 |
| 6 | VZD Capital Management LLC | State | $51.9 million | 112 |
| 7 | Voyage Wealth Management LLC | State | $22.6 million | 68 |
| 8 | Maclura Investments | State | $15.5 million | 46 |
| 9 | Professional Asset Management, Inc | State | $11.6 million | 70 |
| 10 | Challenge Everything Financial LLC | State | $3.1 million | 75 |
| 11 | Paredes Capital LLC | State | $0 | 0 |
Wealth management firms in Kansas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.