Fwm Legacy

Private Equity Exempt reporting adviser

Legal name: Frontier Wealth Management, LLC

Leawood, KS

AUM

$27.1M
Private fund assets

Private funds

3
Private Equity 2 · Securitized Asset 1

Private fund assets

$27.1M
Gross asset value

Employees

—

Last Form D raise

Feb 2017
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

B
Brandon Sifers
Chief Financial Officer / Elected Member
Source: SEC Form ADV
N
Nicholas Blasi
CEO / Elected Member
Source: SEC Form ADV
T
Troy Kerr
Member
Source: SEC Form ADV

Funds(3)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Frontier Five Elms III LPPrivate Equity$13.2M$13.1M68Feb 2017Cold
Frontier Five Elms II LPPrivate Equity$9.3M———
Jones Credit Facility Fund, LLCSecuritized Asset$4.5M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
144344
SEC file number
802-127130
CIK
1548179

Sources