Investment adviser · CRD 153278

V WEALTH ADVISORS LLC

Investment adviser filing (IA)

OVERLAND PARK, KS, United States · Form ADV filed Oct 9, 2023

Regulatory AUM
$1.52B
Form ADV · Item 5.F
Client accounts
4,746
Accounts, not individual clients
Employees
69
Reported in this filing
Advisory professionals
43
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals1,034$844,508,34255.6%
Individuals3,600$523,521,43734.5%
Retirement plans62$126,417,1798.3%
Corporations & businesses34$18,322,9771.2%
Charities16$5,426,3120.4%
Filing source

Form ADV 1792676 · Oct 9, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 9, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Subscription · Fixed

Principal office

6800 COLLEGE BLVD., SUITE 380
OVERLAND PARK, KS, 66211-1534, United States

CRD 153278

Filing source

Form ADV 1792676 · Oct 9, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.