RIA Intel›Advisers›Missouri›PROPARTNERS WEALTH LLC

PROPARTNERS WEALTH LLC

Advisory

COLUMBIA, MO

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in MO

#293

of 342 advisers by AUM

Average account

$214K

across 347 accounts

AUM per adviser

$12M

6 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$74M

Discretionary %

86.3%

Clients

164

Employees

6

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$74M

Discretionary AUM$64M

Non-Discretionary AUM$10M

Discretionary %86.3%

Total Clients164

Team

Total Employees6

Investment Advisers6

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.

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

164 clients

20 high-net-worth

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

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Advisers of similar size in MO

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

KB INVESTMENT ADVISORS, LLC

ST. LOUIS, MO

$75M

+4.3% 1Y

STRATEGIC INVESTMENT ADVISORS, LTD.

CAPE GIRARDEAU, MO

$77M

-16.6% 1Y

LAKESHORE WEALTH MANAGEMENT LLC

LAKE LOTAWANA, MO

$77M

RISE CONSULTING, LLC

LEE'S SUMMIT, MO

$72M

ASSET PLANNERS, INC.

CLAYTON, MO

$78M

BALDWIN WEALTH MANAGEMENT, LLC

ST. LOUIS, MO

$71M

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