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WR WEALTH PLANNERS LLC

COLUMBIA, MO · CRD 306951 · IAPD ↗ · wrwealth.com · 573-875-3939

$482.2MRegulatory AUM
14Advisory reps
22Employees
20Clients
26-50Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — WR WEALTH PLANNERS LLC (COLUMBIA, MO) left the SEC roster (was $482.2M RAUM, 14 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
51
August 2024 — WR WEALTH PLANNERS LLC notice-filed in CA, SC, TN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2024 — WR WEALTH PLANNERS LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2024 — WR WEALTH PLANNERS LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.