PPrivate Fund Data Log in Join · $37/mo

Wr Wealth Planners LLC

CRD 306951SEC# 801-118523Columbia, MO
Export (members)
No longer SEC-registered. Wr Wealth Planners LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
4
Accounts
Location
Columbia, MO

Wr Wealth Planners LLC assets under management

Wr Wealth Planners LLC is a registered investment adviser overseen by the SEC based in Columbia, MO. It employs 4 people.

Wr Wealth Planners LLC owners & executives

4 reported
NameTitleOwnershipSince
Carmen McClennonChief Operations OfficerUnder 5%2023
Carroll Wayne Wilkerson ControlManaging Member, Cco50-75%2017
Jared Wayne Reynolds ControlManaging Member50-75%2017
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How many employees does Wr Wealth Planners LLC have?

Wr Wealth Planners LLC reports 4 employees.

Where is Wr Wealth Planners LLC located?

Wr Wealth Planners LLC is based in Columbia, MO.

Does Wr Wealth Planners LLC disclose fund performance?

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

Contact & registration

Address200 E. Southampton Drive, Suite 101, Columbia, MO 65203
Office hours8:00 a.m.- 5:00 p.m.
Discloses disciplinary historyNo