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Building 2FORVIS MAZARS WEALTH ADVISORS, LLC

Map pinSPRINGFIELD, MO
Phone417.831.7283
NotebookSEC #801-56928
Total AUM
$9.8B
Employees
123
Clients
4,398

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
910 EAST ST LOUIS ST
SPRINGFIELD
MO 65806
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
417.831.7283
Other Offices
62

ReceiptFinancials

Total AUM
$9.8B
Accounts
13,227
Discretionary
$9.6B
Accounts
13,117
Non-Discretionary
$169.8M
Accounts
110

ContactClients

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Individual Clients
2,509
AUM
$1.2B
HNW Individual Clients
1,674
AUM
$7.8B
Pension/Profit Sharing Plan Clients
29
AUM
$143.6M
Charitable Organization Clients
94
AUM
$189M
Corporation or Business Clients
92
AUM
$442.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACODCFLGAIAILINKSKYLAMAMDMIMNMOMSNCNENHNJNVNYOHOKORPASCTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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