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CRD 339211
LEAWOOD, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PHILIP JAMES PASCHANG | Certified Financial Planner|Chartered Financial Consultant | LEAWOOD, KS | 0 | 32 | 6 | no |
| WESLEY LOWELL HAZELRIGG | n/a | Blue Springs, MO | LEAWOOD, KS | 0 | 22 | 3 | yes |
| JAMES DAVID FAIR | n/a | LEAWOOD, KS | 0 | 23 | 7 | no |
| MARC A WILBORN | n/a | LEAWOOD, KS | 0 | 19 | 5 | no |
| Stephen Michael Burns | n/a | LEAWOOD, KS | 0 | 12 | 2 | no |
| PEGGY L BRUCE | n/a | LEAWOOD, KS | 0 | 43 | 3 | no |
| Matthew Philip Paschang | n/a | LEAWOOD, KS | 0 | 15 | 3 | no |
| Emily Susan Wilborn | Chartered Financial Analyst | LEAWOOD, KS | Houston, TX | 0 | 11 | 3 | no |
| CHRISTOPHER LEE BRUNGARDT | n/a | LEAWOOD, KS | 0 | 18 | 1 | no |
| Zachary Easley | n/a | LEAWOOD, KS | 0 | 11 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| WILBORN, MARC, A | MANAGING MEMBER / CCO | E | yes | 10/2025 | Aug 26, 2026 | Aug 26, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 6, 2026 | $0 | $0 | 8 | 6 | 3 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 10 | 0 | 10 | 0.0% | 0 | 0 | 0 | 10 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $554M | n/a | n/a | n/a | n/a | 12 | n/a | 3 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | 6 | May 15, 2026 | Feb 13, 2026 | LEAWOOD, KS | Team lift out | Ibd to new firm | 3.6% |