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PROPARTNERS WEALTH
PROPARTNERS WEALTH LLC
CRD 309875
501 FAY ST, SUITE 106, COLUMBIA, MO, 65201, United States
Phone
573-693-4233
Fax
866-433-9929
Registration
— (—)
Source
State registered
Total AUM
$74.4M
Discretionary AUM
$74.4M
Team
6 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $26.0M |
| High net worth individuals | 20 | $36.2M |
| Pension/profit sharing plans | 6 | $10.2M |
| Corporations/business entities | 12 | $2.1M |
All web addresses on file
Official SEC filing: View on IAPD