SARVER VROOMAN WEALTH ADVISORS LLC
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
FINTRXOverview
Sarver Vrooman Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves both high-net-worth individuals and families as well as institutional clients, advising on financial planning and managing portfolios for individuals and small businesses. Its fee arrangements combine AUM-based charges with fixed-fee engagements. The adviser does not position itself as a capital allocator; instead it delivers traditional advisory services that include financial planning and portfolio management, and it lists pension consulting among its advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
1 of 1JESSICA ESTES-FLEISCHMANN
Chief Operating OfficerCRD 4754150
Contacts
3 of 3PETER VROOMAN
Managing Partner and Wealth AdvisorCRD 2429867
THOMAS KING
Partner, Wealth AdvisorCRD 6502915
RON DIETZ
Director Of Risk ManagementCRD 5464781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$157M in ETFs
70%
$110M
2%
$47M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $50.7M | 1,654,095 | 32.31% |
Location
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
Similar firms
WATEREQUITY LLC
RIAKANSAS CITY, MO
CPC MANAGEMENT, LLC
RIAKANSAS CITY, MO
NINTH AVENUE CAPITAL, LP
RIAKANSAS CITY, MO
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
RIAKANSAS CITY, MO
MID-AMERICAN WEALTH ADVISORY GROUP
RIAKANSAS CITY, MO
STERNECK CAPITAL MANAGEMENT LLC
RIAKANSAS CITY, MO