6800 College Blvd.
Suite 380
Overland Park, Kansas 66211-1534
Tel: 913 827-4600
V WEALTH ADVISORS LLC, formally registered with the SEC as V WEALTH ADVISORS LLC. The firm was established in 04/06/2010. They have over 18 offices throughout the country.
V WEALTH ADVISORS LLC is a Overland Park, Kansas based Financial Planning firm with nearly $1,518,196,247 assets under management, offering retirement planning & investment advisory services to 4746 clients. The firm is staffed with 69 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 153278 |
SEC# | 801-71232 |
Assets Managed by Firm | $1,518,196,247 |
No. of Clients | 4746 |
No. of Advisors | 69 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4746 | $1,518,196,247 |
Individuals (other than high net worth individuals) | 3600 | $523,521,437 |
High net worth individuals | 1034 | $844,508,342 |
Pension and profit sharing plans | 62 | $126,417,179 |
Charitable organizations | 16 | $5,426,312 |
Corporations or other businesses | 34 | $18,322,977 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
Explore More Retirement Advisors in Overland Park, Kansas