# State Line Wealth Management

> State Line Wealth Management is a state-registered investment advisory firm in Overland Park, KS, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 330661
- Filed as: STATE LINE WEALTH MANAGEMENT
- Legal name: State Line Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330661
- AdvisorCensus page: https://advisorcensus.com/firm/state-line-wealth-management-overland-park-ks-330661

## Quick answers

**How is State Line Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), State Line Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is State Line Wealth Management located?**
State Line Wealth Management's principal office is in Overland Park, KS, according to its Form ADV.

**Is State Line Wealth Management registered with the SEC or a state?**
State Line Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330661.

**How much does State Line Wealth Management manage?**
State Line Wealth Management reports $40,915,797 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (41% discretionary).

**What types of clients does State Line Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (5).

**Does State Line Wealth Management 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/330661

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $40,915,797
- Discretionary: $16,839,942
- Non-discretionary: $24,075,855

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $5,056,363 |
| High net worth individuals | 5 | $11,783,579 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $24,075,855 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. State Line Wealth Management (CRD 330661): Form ADV filing data as of October 2026.