← Back to searchVisit website
LEXAURUM ADVISORS
LEXAURUM ADVISORS, LLC
CRD 283653 · SEC 801-107738
16010 METCALF AVENUE, SUITE 101, OVERLAND PARK, KS, 66085, United States
Phone
913-261-9316
Fax
844-853-0766
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.27B
Discretionary AUM
$1.13B
Team
50 total employees; 31 advisory reps; 52 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; MONTHLY FEE
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1858 | $462.9M |
| High net worth individuals | 331 | $782.1M |
| Pension/profit sharing plans | 1 | $25K |
| Charitable organizations | 9 | $11.2M |
| Corporations/business entities | 31 | $10.9M |
States served
AL, AK, AZ, CA, CO, DE, DC, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NE, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, FL, SD
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/WEALTHCHARTER
- HTTPS://WWW.CRG1.COM
- HTTPS://WWW.WEALTHCHARTERRETIREMENT.COM
- HTTPS://WWW.MCARPENTERANDASSOCIATES.COM/
- HTTPS://WWW.LEX-AURUM.COM
- HTTPS://WWW.FACEBOOK.COM/MONEYMATTERSTAX
- HTTPS://WWW.SPICERADVISORS.COM
- HTTPS://WWW.WILEYFINANCIAL.COM
- HTTPS://WWW.JRHASSEN.COM
- HTTPS://WWW.EWEALTHGROUP.COM
- HTTPS://WWW.STAPFFINANCIAL.COM
- HTTPS://MONEYMATTERSTAX.COM
- HTTPS://WWW.LAZORINSURANCE.COM
- HTTPS://WWW.TDCWEALTHMGMT.COM
- HTTP://WWW.LINKEDIN.COM/COMPANY/CARPENTER-ASSOCIATES-FINANCIAL
- HTTPS://WWW.KIRKWOODGRP.COM
- HTTPS://WWW.PERSINGERPLANNING.COM
- HTTPS://WWW.GEMINIFA.COM
- HTTPS://GRANTMARSHALLRETIREMENT.COM
- HTTPS://WWW.KOWITZFINANCIALGROUP.COM
- HTTPS://PASCOLOWEALTH.COM
- HTTPS://GAMEDAYWEALTH.NET
- HTTPS://KRANSTUBERWEALTH.COM
- https://www.linkedin.com/company/money-matters-tax-financial-services/?viewAsMember=true
- https://www.linkedin.com/company/the-kirkwood-group1/?viewAsMember=true
- https://www.linkedin.com/company/the-donnelly-company-llc/?viewAsMember=true
- https://www.linkedin.com/company/stapf-financial/?viewAsMember=true
- https://www.linkedin.com/company/gemini-financial-advisors/?viewAsMember=true
- https://www.linkedin.com/company/grant-marshall-retirement-wealth-planning/?viewAsMember=true
- https://www.linkedin.com/company/jr-hassen-wealth-management/?viewAsMember=true
- https://www.linkedin.com/company/capital-resource-group/
- https://www.linkedin.com/company/lexaurumadvisors/?viewAsMember=true
- https://www.facebook.com/MoneyMattersTax/
- https://www.facebook.com/profile.php?id=100063494503366
- https://www.facebook.com/profile.php?id=61579899272469
- https://www.facebook.com/stapfcpa/
- https://www.facebook.com/profile.php?id=61580067350566
- https://www.facebook.com/JRHassenWealthManagement/
- https://www.facebook.com/CapitalResourceGroupInc
- https://www.facebook.com/profile.php?id=61581713849599
- https://www.facebook.com/profile.php?id=61579834649125
Official SEC filing: View on IAPD