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Paul Lewis Watkins

WEALTH MANAGEMENT ADVISORS INC·LEAWOOD, Kansas
Clean recordWEALTH MANAGEMENT ADVISORS INC
4000 W. 114TH ST., STE. 160, LEAWOOD, KS 66211CRD# 2178359Firm CRD# 106521

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Lewis Watkins · LEAWOOD, KS
Registration
CRD #2178359 · WEALTH MANAGEMENT ADVISORS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Lewis Watkins is a registered financial advisor based in LEAWOOD, Kansas, affiliated with WEALTH MANAGEMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTH MANAGEMENT ADVISORS INC
WEALTH MANAGEMENT ADVISORS INC
AUM
$504M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTH MANAGEMENT ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2178359
Firm CRD# 106521
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Lewis Watkins offer?
Paul Lewis Watkins specializes in Financial Planning, Investment Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Paul Lewis Watkins's credentials?
Paul Lewis Watkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Lewis Watkins located?
Paul Lewis Watkins is based in LEAWOOD, Kansas, working with WEALTH MANAGEMENT ADVISORS INC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Paul Lewis Watkins charge for services?
Paul Lewis Watkins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT ADVISORS INC?
WEALTH MANAGEMENT ADVISORS INC has approximately 6 employees and manages $504M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGEMENT ADVISORS INC

Kevin Sumner Mcgrew
LEAWOOD, KS

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