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| Forvis Wealth Advisors LLC
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|---|---|
| CRD # | 110905 |
| SEC # | 801-56928 |
| CIK # | 0001352864 |
| AUM | $7.4 BB (2023-01-04) |
| Employees | 120 (67% Investors, 0% Brokers) |
| Phone | 417-831-7283 |
| Address | 910 East St Louis St Springfield, MO 65806 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| JKHY | 13.1 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,362 | 0.7 |
| (b) Individuals (high net worth individuals) | 1,703 | 6.0 |
| (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 | 31 | 0.1 |
| (h) Charitable organizations | 37 | 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 | 28 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 11,893 | 7.4 |
| By Discretionary | ||
| Discretionary | 11,766 | 7.3 |
| Non-Discretionary | 127 | 0.1 |
| Total | 11,893 | 7.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.4 | |
| Total | 11,893 | 7.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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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|---|---|---|
|
Smith Shellnut Wilson LLC
✚
|
MS | 7.8 |
|
Planmember Securities Corporation
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|
CA | 7.5 |
|
Brookstone Capital Management LLC
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IL | 7.5 |
|
Bleakley Financial Group LLC
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NJ | 7.5 |
|
Stonecastle Cash Management LLC
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NY | 7.1 |
|
Asset Strategy Consultants LLC
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MD | 6.9 |
|
CliftonLarsonAllen Wealth Advisors LLC
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MN | 6.8 |
|
Seven Post Investment Office LP
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CA | 6.7 |
|
Circle Wealth Management LLC
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NJ | 6.6 |
|
US Capital Wealth Advisors LLC
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TX | 6.5 |