Data / Investment advisers / Missouri / Sarver Vrooman Wealth Advisors LLC
Sarver Vrooman Wealth Advisors LLC, Kansas City, MO: $452 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sarver Vrooman Wealth Advisors LLC is an SEC registered investment adviser with its main office in Kansas City, Missouri and reports $452 million in regulatory assets under management in its Form ADV filed April 21, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 332699
- SEC file number
- 801-131869
- SEC status
- Approved, effective January 21, 2025
- Main office
- 9237 Ward Parkway Suite 320, Kansas City, MO 64114
- Phone
- (816) 601-1150
- Website
- svwealthadvisors.com
- Regulatory AUM
- $452,160,346 in the Form ADV filed April 21, 2026
- Discretionary AUM
- $381,817,165
- Non discretionary AUM
- $70,343,181
- Accounts
- 934
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 122 | $386.5 million |
| Individuals (other than high net worth individuals) | 169 | $62.5 million |
| Corporations or other businesses | 3 | $2.7 million |
| Charitable organizations | 2 | $467,789 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $452.2 million | April 21, 2026 |
| February 2, 2026 | $436.5 million | January 30, 2026 |
| December 1, 2025 | $436 million | October 31, 2025 |
Other advisers in Kansas City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Platform Investments, LLC | Kansas City | $1.66 billion | 28 | adviserinfo.sec.gov |
| Pandi, LLC | Kansas City | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Nuance Investments, LLC | Kansas City | $984.3 million | Not listed | adviserinfo.sec.gov |
| Buttonwood Financial Group, LLC | Kansas City | $659.5 million | Not listed | adviserinfo.sec.gov |
| Ninth Avenue Capital, LP | Kansas City | $536 million | 1 | adviserinfo.sec.gov |
| Waterequity LLC | Kansas City | $450.2 million | 5 | adviserinfo.sec.gov |
| CPC Management, LLC | Kansas City | $428 million | 1 | adviserinfo.sec.gov |
| Nicholson Meyer Capital Management, Inc. | Kansas City | $338.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas City, MO
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Sarver Vrooman Wealth Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.