Investment adviser · CRD 306951

WR WEALTH PLANNERS LLC

Investment adviser filing (IA)

COLUMBIA, MO, United States · Form ADV filed Mar 27, 2025

Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

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: Mar 27, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Hourly · Fixed

Principal office

200 E. SOUTHAMPTON DRIVE, SUITE 101
COLUMBIA, MO, 65203, United States

CRD 306951

Filing source

Form ADV 1969452 · Mar 27, 2025 · 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.