RIA Intel›Advisers›Missouri›WR WEALTH PLANNERS LLC

WR WEALTH PLANNERS LLC

Advisory

N·COLUMBIA, MO

Data as of Aug 28, 2024 · Source: SEC Form ADV

Total AUM

—

1-Year AUM Growth

+11.8%

3-Year CAGR

+21.7%

Employees

4

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %100%

Total Clients—

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)-6.7%

Filing History

Total Filings on Record25

First FilingMar 25, 2020

Latest FilingAug 28, 2024

🔒 Full AUM trend chart and 25 historical filings spanning 4+ 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 WR WEALTH PLANNERS LLC

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