FORVIS MAZARS WEALTH ADVISORS, LLC

CRD 110905File 801-56928

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$9.75B

Top 10% of cohort (national)

Discretionary AUM

$9.58B

Non-discretionary $169.8M

Clients

4,398

13,227 accounts

Employees

123

Top 10% of cohort in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Oct 28, 1999
Principal office: 910 EAST ST LOUIS ST, SPRINGFIELD, MO, 65806
Phone: 417.831.7283
Website: https://www.forvismazars.us

Assets & accounts

ADV Item 5F

Total regulatory AUM: $9.75B
Discretionary AUM: $9.58B
Non-discretionary AUM: $169.8M
Discretionary accounts: 13,117
Non-discretionary accounts: 110
Total accounts: 13,227
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	92	$442.2M
Charitable organizations	94	$189.0M
High net worth individuals	1,674	$7.82B
Pension and profit sharing plans	29	$143.6M
Individuals (other than high net worth individuals)	2,509	$1.16B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.