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 that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. It is SEC-registered (2025) and is not positioned as an ESG-focused manager. The firm does not identify itself as a capital allocator and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Jessica Estes-fleischmann
Chief Operating OfficerCRD 4754150
Contacts
3 of 3
Peter 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 54Active vs passive
$162M in ETFs
70%
$114M
3%
$48M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $53.4M | 1,661,097 | 32.94% |
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
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