Viawealth, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 309043
· SEC file 801-118904
· Leawood, KS
· www.linkedin.com
☆ Save with Pro
ADV data as of Apr 29, 2026
- Regulatory AUM
- $261M
- Discretionary
- $261M
- Clients
- 87
- Avg AUM / client
- $3.0M
- Accounts
- 356
- Employees
- 4
AUM over time
$54.3M
$261M
Dec 2020
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 37 | $16.0M | 6.14% |
| High net worth individuals | 49 | $239M | 91.8% |
| Pension and profit sharing plans | 1 | $5.4M | 2.07% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Lance Larson | Managing Member, Founding Partner | Oct 2018 (8y) | 50% – 75% | |
| Reid Marshall Larson | Managing Member, Founding Partner | Oct 2018 (8y) | 50% – 75% | |
| Rosenthal, Jeffrey, Paul | Chief Compliance Officer | Apr 2020 (6y) | Less than 5% | |
| Thomas Woodrow Rash | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $243M (93% of AUM) Apr 2026
- Voya Investment Trust Company $3.6M (2% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗