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V WEALTH ADVISORS LLC

6800 College Blvd.
Suite 380
Overland Park, Kansas 66211-1534
Tel: 913 827-4600

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About V WEALTH ADVISORS LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#153278
SEC# 801-71232
Assets Managed by Firm $1,518,196,247
No. of Clients 4746
No. of Advisors 69

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Fixed Fees
  • Other(SELECTION OF OTHER ADVISOR FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total4746$1,518,196,247
Individuals (other than high net worth individuals)3600$523,521,437
High net worth individuals1034$844,508,342
Pension and profit sharing plans62$126,417,179
Charitable organizations16$5,426,312
Corporations or other businesses34$18,322,977
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Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CREATIVE PLANNING
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ONEDIGITAL INVESTMENT ADVISORS
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Overland Park, KS, 66210
$89,148,595,82425199550
MARINER WEALTH ADVISORS
5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$65,874,566,2381124651465
AE WEALTH MANAGEMENT, LLC
2950 Sw Mcclure Road, Suite B
Topeka, KS, 66614
$21,800,698,476177044571
PALMER SQUARE CAPITAL MANAGEMENT LLC
1900 Shawnee Mission Parkway, Suite 315
Mission Woods, KS, 66205
$20,767,599,39714848

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