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| Happy Holidays!! thanks for using AUM13F!! |
| Sarver Vrooman Wealth Advisors LLC
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| CRD # | 332699 |
| SEC # | 801-131869 |
| CIK # | 0002076215 |
| AUM | $427.2 M (2025-03-06) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 816-601-1150 |
| Address | 9237 Ward Parkway Kansas City, MO 64114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002076215 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.5 | ||
| Microsoft Corp | 0.3 | ||
| Wal Mart Stores Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Exxon Mobil Corp | 0.2 | ||
| Amgen Inc | 0.1 | ||
| Merck & Co Inc | 0.1 | ||
| Royal Caribbean Cruises Ltd | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Oneok Inc /New/ | 0.1 | ||
| Automatic Data Processing Inc | 0.1 | ||
| BlackRock Inc | 0.1 | ||
| Oracle Corp | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 65.5 |
| (b) Individuals (high net worth individuals) | 119 | 361.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (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 | 2 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 879 | 427.2 |
| By Discretionary | ||
| Discretionary | 547 | 338.0 |
| Non-Discretionary | 332 | 89.2 |
| Total | 879 | 427.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.2 | |
| Total | 879 | 427.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002076215] |
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CT | 0.4 |
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Acorn Creek Capital LLC
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