ViaWealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 26–50 clients last fiscal year.
ViaWealth reports 87 clients. They include 49 high-net-worth individuals, 37 individual clients and 1 pension or profit-sharing plan. Of its assets, 100.0% ($261M across 356 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 6% |
| High-net-worth individuals | 56% | 92% |
| Pension and profit-sharing plans | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 37 | $16M | 6.1% | $433K |
| High-net-worth individuals | 49 | $239M | 91.8% | $4.88M |
| Pension and profit-sharing plans | Fewer than 5 | $5.39M | 2.1% | $5.39M |
| Total | 87 | $261M | 100% | — |
- Clients
- 37
- Regulatory AUM
- $16M
- AUM share
- 6.1%
- Avg. per client
- $433K
- Clients
- 49
- Regulatory AUM
- $239M
- AUM share
- 91.8%
- Avg. per client
- $4.88M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.39M
- AUM share
- 2.1%
- Avg. per client
- $5.39M
Total
- Clients
- 87
- Regulatory AUM
- $261M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
ViaWealth is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Services
- Retirement plan service fees are fixed or asset-based, not to exceed 1.50% annually, and are negotiable depending on the complexity of the service.
David Larson owns 50% to 75% of ViaWealth. The leadership team of ViaWealth includes Chief Compliance Officer Jeffrey Rosenthal. It has 4 employees, 3 of them in advisory roles.
Leadership
- Jeffrey RosenthalChief Compliance Officer
- Reid LarsonManaging Member, Founding Partner
- David LarsonManaging Member, Founding Partner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- David Lance Larson
- Reid Marshall Larson
- Thomas Woodrow Rash III
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Viawealth, LLC
David Larson
Control person · since October 2018
- Owns 50% to 75% of Viawealth, LLC
Reid Larson
Control person · since October 2018
ViaWealth’s regulatory assets grew 4.8× from $54.3M (July 2021) to $261M (April 2026); employees were 4 in both filings. In 2022, Brightline Group joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $261M | 87 | 4 | 2 |
| May 2025 | $241M | 92 | 4 | 2 |
| March 2024 | $212M | 86 | 4 | 2 |
| May 2023 | $182M | 81 | 8 | 2 |
| July 2022 | $65M | 7 | 5 | 2 |
| July 2021 | $54.3M | 0 | 4 | 1 |
Firms that joined
20221 joined
- Brightline GroupNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, ViaWealth has 1 office, with 2 listed addresses in Kansas and Minnesota.
Kansas · 1 listed address
- 8700 State Line RD, Suite 325, LeawoodHQ
Minnesota · 1 listed address
- 1850 W Wayzata BLVD,, Long Lake
Other business names
ViaWealth has reported 2 other business names to the SEC.
- Brightline Group
- Brightline Group, A Viawealth Company
Contact and registration details
- Legal name
- Viawealth, LLC
- Headquarters
- 8700 State Line RD, Suite 325, Leawood, KS 66206
- Website
- viawealth.com
- Phone
- 844-484-7849
- @via-wealth
- SEC file
- 801-118904
- Founded
- 2018
- Structure
- Kansas LLC
- Fiscal year end
- December
ViaWealth uses Charles Schwab ($243M) as custodian for its separately managed accounts. ViaWealth has custody of $77.6M in client assets for 46 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $243M100%
At year end, ViaWealth’s separately managed accounts were mostly in stocks (53%) and funds (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $199M across 167 positions; the largest are Nvidia Corporation (5.5%), Proshares TR (3.4%) and Janus Detroit Str TR (3.2%).
What the accounts hold
- Stocks53%
- Funds32%
- Bonds8%
- U.S. government and agency bonds3%
- Investment grade corporate bonds3%
- State and local bonds2%
- Cash7%
Reported 13F holdings
- $199M
- Reported 13F value
- 167
- Positions
- 28.6%
- In the 10 largest
- +10.7%
- Value vs. prior quarter
- Nvidia Corporation5.5%
- Proshares TR · S&P 500 DV Arist3.4%
- Janus Detroit Str TR · Hendrson Aaa CL3.2%
- Microsoft Corp.2.9%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt2.7%
- Apple Inc.2.6%
- Vanguard Scottsdale Fds · Int-term Corp.2.6%
- Alphabet Inc. · Cap Stk CL A2.0%
- Graco Inc.2.0%
- Abbvie Inc.1.8%
Together, the ten largest are 28.6% of reported value.
How many clients does ViaWealth have?
ViaWealth has 87 clients and manages $261 million for them, as of April 2026. They include 49 high-net-worth individuals, 37 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026
What services does ViaWealth offer?
ViaWealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does ViaWealth use?
ViaWealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $243M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 April 2026
How many financial advisors does ViaWealth have?
ViaWealth has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does ViaWealth invest in?
At the end of its last fiscal year, ViaWealth’s separately managed accounts held 53% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 3% U.S. government and agency bonds, 3% investment grade corporate bonds and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ViaWealth?
ViaWealth’s direct owners are David Larson (50% to 75%) and Reid Larson (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 April 2026
How does ViaWealth get paid?
ViaWealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact ViaWealth?
ViaWealth’s main office is at 8700 State Line RD, Suite 325, Leawood, KS 66206. Its phone number is 844-484-7849. Its website is viawealth.com.