← Directory
SARVER VROOMAN WEALTH ADVISORS LLC
CRD 332699File 801-131869
APPROVED
Retail clients
Custody
Filing as of Apr 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$452.2M
Above cohort median (national)
Discretionary AUM
$381.8M
Non-discretionary $70.3M
Clients
296
934 accounts
Employees
5
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 21, 2025
- Principal office
- 9237 WARD PARKWAY, SUITE 320, KANSAS CITY, MO, 64114
- Phone
- 816-601-1150
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $452.2M
- Discretionary AUM
- $381.8M
- Non-discretionary AUM
- $70.3M
- Discretionary accounts
- 594
- Non-discretionary accounts
- 340
- Total accounts
- 934
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $2.7M |
| Charitable organizations | 2 | $468K |
| High net worth individuals | 122 | $386.5M |
| Individuals (other than high net worth individuals) | 169 | $62.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11This 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.