Sarver Vrooman Wealth Advisors LLC

RIASEC Registered

Total AUM

$452M

Discretionary

$382M

84% of AUM

Avg account

$484K

Accounts

934

Employees

5

Advisory reps

4

Firm details

Headquarters: Kansas City, Missouri
CRD number: 332699
Registered since: January 21, 2025
Website: www.svwealthadvisors.com
Custodians: FIRST CLEARING LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.48%
Individuals13.82%
Corporations / Businesses0.6%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Sarver Vrooman Wealth Advisors LLC is an independent registered investment adviser focused on serving individuals, families and some institutional clients with financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is SEC-registered as of 2025. Its client billing mixes percentage-of-AUM fees with fixed-fee arrangements. Sarver Vrooman does not present itself as a capital allocator and is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds93%
Exchange Traded Equities3%
Cash & Cash Equivalents2%
Other2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 49

Active vs passive

$164M in ETFs

Passive

71%

$117M

Active

3%

$47.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US DIVIDEND EQUITY ETF (SCHD)	Schwab	Passive	Large Value	$55.1M	1,694,611	33.63%

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Primary office

Kansas City, MO

Jackson

Location

Kansas City, MO

Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area: Kansas City-Overland Park-Kansas City, MO-KS
Region: Midwest
County: Jackson
Address: 9237 Ward Pkwy
Time zone: CT (UTC-6)
Office locations

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