| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Marie Estes-Fleischmann Control | Chief Compliance Officer | Under 5% | 2025 |
| Jonathan Sarver Control | Managing Partner | 25-50% | 2025 |
| Peter Vrooman Control | Managing Partner | 25-50% | 2025 |
Sarver Vrooman Wealth Advisors LLC reports $427.2 million in regulatory assets under management on its Form ADV.
Sarver Vrooman Wealth Advisors LLC reports 5 employees.
Sarver Vrooman Wealth Advisors LLC is based in Kansas City, MO and has been SEC-registered since 2025.
Sarver Vrooman Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9237 Ward Parkway, Suite 320, Kansas City, MO 64114 |
| Phone | 816-601-1150 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $338M |
| Non-discretionary | $89.2M |
| Total (RAUM) | $427.2M |