RIA Intel›Advisers›Kansas›V WEALTH ADVISORS LLC

V WEALTH ADVISORS LLC

Advisory

N·OVERLAND PARK, KS

Data as of Oct 9, 2023 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

-14.9%

3-Year CAGR

+4.1%

Employees

43

Assets Under Management

Total AUM$1.5B

Discretionary AUM$1.4B

Non-Discretionary AUM$75M

Discretionary %95.1%

Total Clients—

Team

Total Employees43

Investment Advisers69

Employee Growth (1Y)—

Filing History

Total Filings on Record148

First FilingMar 10, 2010

Latest FilingOct 9, 2023

🔒 Full AUM trend chart and 148 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on V WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.