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SARVER VROOMAN WEALTH ADVISORS LLC

KANSAS CITY, MO · CRD 332699 · IAPD ↗ · svwealthadvisors.com · 816-601-1150

$452.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

76
February 2026 — SARVER VROOMAN WEALTH ADVISORS LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2025 — SARVER VROOMAN WEALTH ADVISORS LLC now reports custody of client assets ($54.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2025 — SARVER VROOMAN WEALTH ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2025 — SARVER VROOMAN WEALTH ADVISORS LLC (KANSAS CITY, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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