Sign in
Create a free account
V WEALTH ADVISORS LLC
OVERLAND PARK, KS
913 827-4600
SEC #801-71232Total AUM
$1.5B
Employees
69Clients
4,746Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6800 COLLEGE BLVD.
SUITE 380
OVERLAND PARK
KS 66211-1534
United States
SUITE 380
OVERLAND PARK
KS 66211-1534
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
913 827-4600
Other Offices
17
Financials
Total AUM
$1.5B
Accounts
4,746Discretionary
$1.4B
Accounts
4,732Non-Discretionary
$75M
Accounts
14
Clients
Individual Clients
3,600AUM
$523.5M
HNW Individual Clients
1,034AUM
$844.5M
Pension/Profit Sharing Plan Clients
62AUM
$126.4M
Charitable Organization Clients
16AUM
$5.4M
Corporation or Business Clients
34AUM
$18.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
SUBSCRIPTION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SELECTION OF OTHER ADVISOR FEES
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACODEFLGAIAILINKSKYLAMAMDMIMNMONCNENHNMNVNYOHOKORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.