Overview
Assets Under Management: $436 million
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 137
Average Client Assets: $3 million
Frequently Asked Questions
SARVER VROOMAN WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332699), SARVER VROOMAN WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
SARVER VROOMAN WEALTH ADVISORS LLC is headquartered in KANSAS CITY, MO.
SARVER VROOMAN WEALTH ADVISORS LLC serves 137 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, SARVER VROOMAN WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SARVER VROOMAN WEALTH ADVISORS LLC manages $436 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, SARVER VROOMAN WEALTH ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 934
Discretionary Accounts: 591
Non-Discretionary Accounts: 343
Regulatory Filings
CRD Number: 332699
Filing ID: 2047327
Last Filing Date: 2026-01-30 07:57:27