INDEX WEALTH ADVISORS, LLC is a company based out of 5330 COLLEGE BLVD, Leawood, Kansas, United States. Index Wealth Advisors, LLC (IWA) is a fiduciary for its clients and a fee-only independent financial advisor that provides wealth management by utilizing risk-appropriate, risk-returns-optimized, and tax-managed portfolios of index funds. IWA completely avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Instead, our investment strategy employs a disciplined, quantitative approach, emphasizing broad diversification and consistent exposure to publicly traded markets around the world, with an over-weighting of small and value-priced companies. In short, we invest in capitalism.
View Top Employees from INDEX WEALTH ADVISORS, LLC| Website | https://www.indexwealthadvisors.com/ |
| Revenue | $3 million |
| Employees | 2 (1 on RocketReach) |
| Founded | 2001 |
| Address | 5330 College Blvd, Shawnee Mission, Kansas 66211, US |
| Phone | (913) 897-0900 |
| Industry | Investment Management, Investment Banking, Finance |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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INDEX WEALTH ADVISORS, LLC Questions
The INDEX WEALTH ADVISORS, LLC annual revenue was $3 million in 2024.
1 people are employed at INDEX WEALTH ADVISORS, LLC.
INDEX WEALTH ADVISORS, LLC is based in Shawnee Mission, Kansas.
The NAICS codes for INDEX WEALTH ADVISORS, LLC are [52393, 52, 523, 5239].
The SIC codes for INDEX WEALTH ADVISORS, LLC are [628, 62].
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