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| Keyboard |
| Sarver Vrooman Wealth Advisors LLC
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|---|---|
| CRD # | 332699 |
| SEC # | 801-131869 |
| CIK # | 0002076215 |
| AUM | 452.2 M (2026-04-21) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 816-601-1150 |
| Address | 9237 Ward Parkway Kansas City, MO 64114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.8 | ||
| Wal Mart Stores Inc | 0.3 | ||
| General Dynamics Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Denali Holding Inc | 0.1 | ||
| Amgen Inc | 0.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 62.5 |
| (b) Individuals (high net worth individuals) | 122 | 386.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.5 |
| (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 | 3 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 934 | 452.2 |
| By Discretionary | ||
| Discretionary | 594 | 381.8 |
| Non-Discretionary | 340 | 70.3 |
| Total | 934 | 452.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 452.2 | |
| Total | 934 | 452.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002076215] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
IMZ Advisory Inc
✚
|
FL | 452.7 M |
|
Nova R Wealth Inc
✚
|
KS | 452.6 M |
|
Old North State Wealth Management LLC
✚
|
NC | 452.6 M |
|
Certior Financial Group LLC
✚
|
PA | 452.3 M |
|
Pointe Capital Management LLC
✚
|
MI | 452.3 M |
|
RBA Wealth Management LLC
✚
|
CA | 452.1 M |
|
Blackhawk Capital Partners LLC
✚
|
WI | 452.0 M |
|
Virtera Partners LLC
✚
|
OH | 451.8 M |
|
Horizon Advisors LLC
✚
|
TX | 451.4 M |
|
Wealthspan Partners LLC
✚
|
IA | 451.1 M |