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SARVER VROOMAN WEALTH ADVISORS LLC
CRD 332699 · SEC 801-131869
9237 WARD PARKWAY, SUITE 320, KANSAS CITY, MO, 64114, United States
Phone
816-601-1150
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$452.2M
Discretionary AUM
$381.8M
Team
5 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $62.5M |
| High net worth individuals | 122 | $386.5M |
| Charitable organizations | 2 | $468K |
| Corporations/business entities | 3 | $2.7M |
States served
KS, NE, NJ, MO, TX, NH, FL
All web addresses on file
- https://www.svwealthadvisors.com
- https://www.linkedin.com/company/91182388/admin/dashboard/
- https://www.linkedin.com/in/jessica-estes-89620424/
- https://www.linkedin.com/in/thomas-paul-king/
- https://www.linkedin.com/in/peter-vrooman-cfa%C2%AE-cima%C2%AE-crpc%C2%AE-caia%C2%AE-639a82a/
- https://www.linkedin.com/in/ron-dietz-cpwa-cima-cmfs/
Official SEC filing: View on IAPD