SourcingSourcing

VIAWEALTH, LLC

C29
CRD 309043·SEC 801-118904·LEAWOOD, KS
AUM
$260.7M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$782K
@ 30% margin
Est. Deal Value
$6.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIAWEALTH, LLC
CRD
309043
SEC file #
801-118904
EIN
832357212
DBA names
—

Economics

AUM
$260.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$54.3M → $260.7M▲ +380%
Client mix
Individuals High Net Worth49
Individuals Other37
Pension Profit Sharing Plans1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
3 advisors → 3 advisors▬ 0%
Primary office
LEAWOOD KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
facebook.com/viawealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Larson, David, Lance
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Larson, David, Lance
Larson, Reid, Marshall
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:viawealth.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001965401
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-13
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001965401-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5909
Soi Zip Pct 200k Plus
0.3523
Soi Zip Returns 200k Plus
1860
Soi Zip Total AGI
1,483,566
Fdic Zip Total Deposits
17,373,332,000
Fdic Zip Branch Count
223
Fdic Zip Top Banks
Bank of America, National Association
Country Club Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
8700 STATE LINE RD.SUITE 325LEAWOOD, KS 66206
Business
8700 STATE LINE RD.SUITE 325LEAWOOD, KS 66206
Edgar EIN
832357212
Edgar Recent Filings
13F-HR2026-05-11 · 0001965401-26-000004
13F-HR2026-02-10 · 0001965401-26-000002
Fdic Zip Branches Raw
Boatmen's Bank of KansasOverland Park, KS
North American Savings Bank, F.S.B.Leawood, KS
Fdic Zip HHI
901.42
Fdic Zip Top Bank Share Pct
19.05
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI8,898
Returns910
Stub 2
AGI15,834
Returns430
Stub 3
AGI28,238
Returns450
Soi Zip Total Business Income
53,765
Soi Zip Total Cap Gains
155,911
Soi Zip Total Dividends
59,667
Soi Zip Total Returns
5,280
Top Owner CRD
7249182
Trust Company Affiliate
No

People (4)

4
Larson, Reid, Marshall
IAR · Direct Owner · 62.5%
7249044
Larson, David, Lance
IAR · Direct Owner · 62.5%
7249182
ROSENTHAL, JEFFREY, PAUL
Executive Officer · 2.5%
6775330
THOMAS WOODROW RASH
IAR
2459665