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FORVIS MAZARS WEALTH ADVISORS, LLC
CRD 110905 · SEC 801-56928
910 EAST ST LOUIS ST, SPRINGFIELD, MO, 65806, United States
Phone
417.831.7283
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.75B
Discretionary AUM
$9.58B
Team
123 total employees; 78 advisory reps; 113 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2509 | $1.16B |
| High net worth individuals | 1674 | $7.82B |
| Pension/profit sharing plans | 29 | $143.6M |
| Charitable organizations | 94 | $189.0M |
| Corporations/business entities | 92 | $442.2M |
States served
AL, AZ, AR, CA, CO, DC, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD