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Streamline Private Wealth

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Wichita
CRD Number
Website streamlinepw.com
Client types

Overview

Streamline Private Wealth, based in Overland Park, Kansas, is a boutique financial advisory practice that aims to simplify the path to financial freedom for individuals and families. Under its founder, Chad Shaddox, the firm emphasizes relationship-oriented service, clarity in strategy, and tailoring solutions to clients’ life goals. Through the &Partners platform, Streamline offers access to institutional tools, compliance infrastructure, and investment solutions while maintaining a personalized touch. Their mission centers on educating clients, demystifying financial complexity, and aligning portfolios with clients’ values, risk tolerance, and long-term objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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