RIA Intel›Advisers›Missouri›80/20 FINANCIAL SERVICES LLC

80/20 FINANCIAL SERVICES LLC

Advisory

MO

Data as of Feb 16, 2026 · Source: SEC Form ADV

Average account

$473K

across 70 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

36 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

NLP INVESTMENTS, INC.

$33M

FINANCIAL LEGACY ASSOCIATES, LLC

CHESTERFIELD, MO

$33M

TWIN ROBINS CAPITAL, LLC

KANSAS CITY, MO

$33M

PETTIBONE WEALTH MANAGEMENT, LLC

$33M

$32M

VANTAGE POINT ADVISORS INC

$34M

Get the full picture on 80/20 FINANCIAL SERVICES LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track 80/20 FINANCIAL SERVICES LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans