INTRUST Wealth and Retirement

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Wichita
CRD Number
Website intrustbank.com
Client types

Overview

INTRUST Wealth and Retirement functions as the wealth management, fiduciary trust, and wealth advisory division of INTRUST Bank, N.A. Operating as a wealth manager, the firm provides custom goals-based investment management, legacy planning, estate protection, and retirement advice for individual clients and institutions. Its investment approach prioritizes long-term fiduciary discipline, risk management, and tailored asset allocations aligned with individual client milestones.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

INTRUST Wealth and Retirement

Platform Details

Investment Preferences

Alternative Activity

Address

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