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Building 2SARVER VROOMAN WEALTH ADVISORS LLC

Map pinKANSAS CITY, MO
Phone816-601-1150
NotebookSEC #801-131869
Total AUM
$452.2M
Employees
5
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9237 WARD PARKWAY
SUITE 320
KANSAS CITY
MO 64114
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
816-601-1150

ReceiptFinancials

Total AUM
$452.2M
Accounts
934
Discretionary
$381.8M
Accounts
594
Non-Discretionary
$70.3M
Accounts
340

ContactClients

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Individual Clients
169
AUM
$62.5M
HNW Individual Clients
122
AUM
$386.5M
Charitable Organization Clients
2
AUM
$467.8K
Corporation or Business Clients
3
AUM
$2.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSMONENHNJTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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