KANSAS CITY, MOCRD 332699Latest ADV April 21, 2026
Sarver Vrooman Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kansas City, MO. Its latest Form ADV filing, dated April 21, 2026, reports $452M in regulatory assets under management, 5 employees, and 934 accounts.
Assets Under Management
$452M
Employees
5
Offices
--
Total Clients
296
Primary office
KANSAS CITY, MO
9237 WARD PARKWAY, SUITE 320, KANSAS CITY, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
169
2
HNWI
41.2%
122
3
Corporations
1.0%
3
4
Charitable
0.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$452Mas of April 21, 2026
Discretionary84.4%
$382M
84% of total RAUM84.4%
Non-discretionary15.6%
$70M
16% of total RAUM15.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$452M
Total Accounts934
10Y AUM Change+$452M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee59:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.