Jonn Wullschleger
Mitchell Capital Management · Leawood, Kansas
Jonn Wullschleger is a fee-only financial advisor at Mitchell Capital Management in Leawood, Kansas, who holds the CFA credential. Jonn charges a percentage of assets and focuses on family wealth transfer.
Request an introduction to Jonn →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Mitchell Capital Management |
|---|---|
| Based in | Leawood, Kansas |
| Fee model | Percentage of assets |
| Assets under management | $847.3M across 876 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KS · CRD 2924716 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.mitchcap.com |
How Jonn's firm compares
- Mitchell Capital Management's average account is about $967,000, from its Form ADV (assets managed divided by 876 accounts).
Request an introduction to Jonn
Tell Jonn a little about what you're looking for. Jonn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonn
Is Jonn Wullschleger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonn holds no broker registration, and Mitchell Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonn charge for financial advice?
Jonn charges a percentage of assets.
Where is Jonn Wullschleger based?
Jonn Wullschleger is based in Leawood, Kansas.
What does Jonn specialize in?
Jonn's specialties include family wealth transfer. Jonn works with multi-generational families.
What credentials does Jonn Wullschleger hold?
Jonn Wullschleger holds the CFA credential.
Is Jonn Wullschleger registered with the SEC?
Yes. Jonn Wullschleger is registered as an investment adviser representative in KS (CRD 2924716), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mitchell Capital Management manage?
Mitchell Capital Management reports $847.3M across 876 accounts in assets under management.
How do I contact Jonn Wullschleger?
Through Jonn's website, www.mitchcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mitchell Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.