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| Forvis Mazars Wealth Advisors LLC
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|---|---|
| CRD # | 110905 |
| SEC # | 801-56928 |
| CIK # | 0001352864 |
| AUM | 9,752.0 M (2026-03-25) |
| Employees | 123 (63% Investors, 0% Brokers) |
| Phone | 417-831-7283 |
| Address | 910 East St Louis St Springfield, MO 65806 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,509 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,674 | 7.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 0.1 |
| (h) Charitable organizations | 94 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 92 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 13,227 | 9.8 |
| By Discretionary | ||
| Discretionary | 13,117 | 9.6 |
| Non-Discretionary | 110 | 0.2 |
| Total | 13,227 | 9.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.7 | |
| Total | 13,227 | 9.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001352864] | |
| SC 13G | [0001352864] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Forvis Mazars Wealth Advisors LLC | T Rowe Price Exchange-Traded Funds Inc | [2026-05-11] |
| Forvis Wealth Advisors LLC | Innovator ETFS Trust | [2023-02-13] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.6B |
| Clients | 113 |
| Serves | Institutional, Retail, Research |
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