# Viawealth, LLC

> Viawealth, LLC is an SEC-registered investment advisory firm in Leawood, KS, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 309043
- Filed as: VIAWEALTH, LLC
- Also doing business as: BRIGHTLINE GROUP, BRIGHTLINE GROUP, A VIAWEALTH COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Leawood, KS
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309043
- AdvisorCensus page: https://advisorcensus.com/firm/viawealth-llc-leawood-ks-309043

## Quick answers

**How is Viawealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Viawealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Viawealth, LLC located?**
Viawealth, LLC's principal office is in Leawood, KS, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Viawealth, LLC registered with the SEC or a state?**
Viawealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309043.

**How much does Viawealth, LLC manage?**
Viawealth, LLC reports $260,738,897 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**How have Viawealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Viawealth, LLC: Regulatory assets under management: $54,267,945 in the October 2021 data and $260,738,897 in the October 2026 data, up 380%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Viawealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (37); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Viawealth, LLC use?**
Viawealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Viawealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309043

**Does Viawealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 29, 2026 says: "The minimum household size for portfolio management services is generally $500,000, although the firm may accept accounts not meeting the minimum on a case-by-case basis."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Account minimum: $500,000

> The minimum household size for portfolio management services is generally $500,000, although the firm may accept accounts not meeting the minimum on a case-by-case basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $260,738,897
- Discretionary: $260,738,897
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $16,012,070 |
| High net worth individuals | 49 | $239,338,515 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $5,388,312 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, KS, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Long Lake, MN

### Websites listed on Form ADV (Item 1.I)
- brightlinegrp.com
- viawealth.com
- Facebook @ViaWealth
- Instagram @viawealth
- LinkedIn @via-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $54,267,945 | 4 | September 24, 2021 |
| October 2022 | $65,045,545 | 5 | September 30, 2022 |
| October 2023 | $181,735,000 | 8 | May 18, 2023 |
| October 2024 | $211,924,944 | 4 | March 20, 2024 |
| October 2025 | $241,457,286 | 4 | May 12, 2025 |
| October 2026 | $260,738,897 | 4 | April 29, 2026 |

Regulatory assets under management: $54,267,945 in the October 2021 data and $260,738,897 in the October 2026 data, up 380%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Viawealth, LLC (CRD 309043): Form ADV filing data as of October 2026.