Overview
Assets Under Management: $1.5 billion
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 1,034
Average Client Assets: $0.8 million
Frequently Asked Questions
V 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 #153278), V WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
V WEALTH ADVISORS LLC is headquartered in OVERLAND PARK, KS.
V WEALTH ADVISORS LLC serves 1,034 high-net-worth clients according to their SEC filing dated October 09, 2023. View client details ↓
According to their SEC Form ADV, V WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
V WEALTH ADVISORS LLC manages $1.5 billion in client assets according to their SEC filing dated October 09, 2023.
According to their SEC Form ADV, V WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,034
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.63%
Average Client Assets: $0.8 million
Total Client Accounts: 4,746
Discretionary Accounts: 4,732
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 153278
Filing ID: 1792676
Last Filing Date: 2023-10-09 19:42:00