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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Forvis Mazars Wealth Advisors LLC
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|---|---|
| CRD # | 110905 |
| SEC # | 801-56928 |
| CIK # | 0001352864 |
| AUM | $8.9 B (2025-01-16) |
| Employees | 117 (62% Investors, 0% Brokers) |
| Phone | 417-831-7283 |
| Address | 910 East St Louis St Springfield, MO 65806 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Henry Jack & Associates Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,596 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,695 | 7.2 |
| (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 | 48 | 0.2 |
| (h) Charitable organizations | 73 | 0.1 |
| (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 | 102 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 12,871 | 8.9 |
| By Discretionary | ||
| Discretionary | 12,767 | 8.8 |
| Non-Discretionary | 104 | 0.1 |
| Total | 12,871 | 8.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.9 | |
| Total | 12,871 | 8.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001352864] | |
| SC 13G | [0001352864] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Forvis Wealth Advisors LLC | Innovator ETFS Trust | [2023-02-13] |
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|---|---|---|
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IL | 8.7 |
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CA | 8.4 |
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CA | 8.0 |