# Flattery Wealth Management LLC

> Flattery Wealth Management LLC is a state-registered investment advisory firm in North Kansas City, MO, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 315190
- Filed as: FLATTERY WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315190
- AdvisorCensus page: https://advisorcensus.com/firm/flattery-wealth-management-llc-north-kansas-city-mo-315190

## Quick answers

**How is Flattery Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Flattery Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Flattery Wealth Management LLC located?**
Flattery Wealth Management LLC's principal office is in North Kansas City, MO, according to its Form ADV.

**Is Flattery Wealth Management LLC registered with the SEC or a state?**
Flattery Wealth Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315190.

**How much does Flattery Wealth Management LLC manage?**
Flattery Wealth Management LLC reports $17,473,377 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**What types of clients does Flattery Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (3).

**Does Flattery Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315190

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,473,377
- Discretionary: $17,473,377
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $12,879,043 |
| High net worth individuals | 3 | $4,594,334 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bitcoinfinancialadvisorsnetwork.com/our-advisors/andy-flattery](https://bitcoinfinancialadvisorsnetwork.com/our-advisors/andy-flattery)
- [catholicfinancialplanners.com/andy](https://catholicfinancialplanners.com/andy)
- [deezer.com/us/show/1495362](https://deezer.com/us/show/1495362)
- [flatterywealth.com](https://flatterywealth.com)
- [listennotes.com/podcasts/the-reformed-financial-advisor-a-kansas-IhGeCnywW1S](https://listennotes.com/podcasts/the-reformed-financial-advisor-a-kansas-IhGeCnywW1S)
- [open.spotify.com/show/39PylSREydyPI4IT09w3CG](https://open.spotify.com/show/39PylSREydyPI4IT09w3CG)
- [podcastaddict.com/podcast/3038313](https://podcastaddict.com/podcast/3038313)
- [podcasts.apple.com/us/podcast/the-reformed-financial-advisor-a-kansas-city-podcast/id1523083101](https://podcasts.apple.com/us/podcast/the-reformed-financial-advisor-a-kansas-city-podcast/id1523083101)
- [quora.com/profile/Andy-Flattery](https://quora.com/profile/Andy-Flattery)
- [simplewealthkc.com](https://simplewealthkc.com)
- Facebook @andrewmflattery
- LinkedIn @andyflattery
- X @andyflattery

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flattery Wealth Management LLC (CRD 315190): Form ADV filing data as of October 2026.