RIA Intel›Advisers›Missouri›YOUR WEALTH MATTERS LLC

YOUR WEALTH MATTERS LLC

Advisory

ST. LOUIS, MO

Data as of Jul 22, 2026 · Source: SEC Form ADV

Rank in MO

#296

of 342 advisers by AUM

Average account

$259K

across 274 accounts

AUM per adviser

$18M

4 advisers

Source: SEC Form ADV. Figures as filed Jul 22, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$71M

Discretionary AUM$0

Non-Discretionary AUM$71M

Discretionary %0%

Total Clients129

Team

Total Employees4

Investment Advisers4

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

129 clients

21 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.

BALDWIN WEALTH MANAGEMENT, LLC

$71M

RISE CONSULTING, LLC

LEE'S SUMMIT, MO

$72M

SHELLER WEALTH MANAGEMENT, INC.

$68M

PROPARTNERS WEALTH LLC

$74M

SCHNELL FINANCIAL GROUP, LLC

$67M

KB INVESTMENT ADVISORS, LLC

$75M

Get the full picture on YOUR WEALTH MATTERS LLC

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

Create a free account →See plans