Thomas
Rash

Viawealth, LLC

CRD#2459665
Investment Advisor
in Leawood, KS

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About this Advisor

Thomas Rash is a financial advisor based out of Leawood, Kansas with 1 year of relevant experience. Rash is an advisor for Viawealth, LLC. Rash has gained experience at Advisornet Financial Network, Brightline Group and Via Wealth. Rash maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Colorado and Minnesota. Viawealth, LLC is a financial advisory company based out of Leawood, KS. It has a total of eight advisors. It controls $182 million in total assets among its 292 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 292 client accounts, 49% are associated with high-net-worth clients who have at least $1 million in assets. Viawealth, LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees are based on which services the firm provides the client. However, fees charged by Viawealth, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8700 State Line Rd Suite 325
Leawood, KS 66206

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Viawealth, LLC Brokerage Details

Total Assets Under Management

$181,735,000

KS Average: $2,243,162,756
Total Number of Employees

8

KS Average: 44
Total Number of Accounts

292

KS Average: 4,091
Average Account Size

$622,380

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Thomas Rash Work History

Thomas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Via Wealth

2012 - Present (12 years)

Advisornet Financial Network

2012 - 2022 (10 years)

Brightline Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Rash to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Viawealth, LLC

Cooper Bricks
Leawood, KS
Thomas Rash
Leawood, KS
Reid Larson
Leawood, KS
David Larson
Leawood, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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