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Forvis Mazars Wealth Advisors, LLC

● SEC registered since 1999CRD 110905SEC# 801-56928Springfield, MO
Export (members)
Reg. AUM
$9.75B
Employees
123
Accounts
13,227
Location
Springfield, MO

Forvis Mazars Wealth Advisors, LLC assets under management

Forvis Mazars Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Springfield, MO. The firm has been registered since 1999. It reports $9.8 billion in regulatory assets under management and employs 123 people.
www.forvismazars.usView on SEC.gov ↗

Forvis Mazars Wealth Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Forvis Mazars, LLP ControlManaging Member/Full OwnerOver 75%1998
Jeffrey Allen Layman ControlChief Investment OfficerUnder 5%2008
Nicole Danielle ConklinChief Compliance OfficerUnder 5%2013
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Frequently asked questions

How much does Forvis Mazars Wealth Advisors, LLC manage?

Forvis Mazars Wealth Advisors, LLC reports $9.8 billion in regulatory assets under management on its Form ADV.

How many employees does Forvis Mazars Wealth Advisors, LLC have?

Forvis Mazars Wealth Advisors, LLC reports 123 employees.

Where is Forvis Mazars Wealth Advisors, LLC located?

Forvis Mazars Wealth Advisors, LLC is based in Springfield, MO and has been SEC-registered since 1999.

Does Forvis Mazars Wealth Advisors, LLC disclose fund performance?

Forvis Mazars Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address910 East St Louis St, Springfield, MO 65806
Phone417.831.7283
Office hours8:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1352864
Discloses disciplinary historyNo

Assets under management

Discretionary$9.58B
Non-discretionary$169.8M
Total (RAUM)$9.75B