WR WEALTH PLANNERS LLC
CRD #306951 SEC #801-118523 COLUMBIA, MO 573-875-3939
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $482.2M | $482.2M | $0 | 22 | 20 |
| Jul 2024 | $482.2M | $482.2M | $0 | 22 | 20 |
| Apr 2024 | $482.2M | $482.2M | $0 | 22 | 20 |
| Feb 2024 | $482.2M | $482.2M | $0 | 23 | 20 |
| Nov 2023 | $455.4M | $455.4M | $0 | 23 | 0 |
| Aug 2023 | $431.1M | $431.1M | $0 | 23 | 0 |
| Aug 2023 | $431.1M | $431.1M | $0 | 22 | 0 |
| Jun 2023 | $431.1M | $431.1M | $0 | 21 | 0 |
| Mar 2023 | $354M | $316M | $37.9M | 17 | 0 |
| Feb 2022 | $333.1M | $287.8M | $45.3M | 13 | 0 |
| Sep 2021 | $313.1M | $313.1M | $0 | 14 | 0 |
| Sep 2021 | $268.4M | $268.4M | $0 | 14 | 0 |
| May 2021 | $268.4M | $268.4M | $0 | 14 | 0 |
| Feb 2021 | $268.4M | $268.4M | $0 | 14 | 0 |
| Jan 2021 | $168.5M | $132.3M | $36.2M | 7 | 0 |
| Dec 2020 | $168.5M | $132.3M | $36.2M | 4 | 0 |
| Dec 2020 | $168.5M | $132.3M | $36.2M | 4 | 0 |
| Sep 2020 | $168.5M | $132.3M | $36.2M | 4 | 0 |
| Jul 2020 | $168.5M | $132.3M | $36.2M | 4 | 0 |
| Jun 2020 | $0 | $0 | $0 | 4 | 0 |
| Jun 2020 | $0 | $0 | $0 | 4 | 0 |
| May 2020 | $0 | $0 | $0 | 4 | 0 |
| May 2020 | $0 | $0 | $0 | 4 | 0 |
| Apr 2020 | $0 | $0 | $0 | 4 | 0 |
| Mar 2020 | $0 | $0 | $0 | 4 | 0 |
DateAug 2024
Total AUM$482.2M
Discretionary$482.2M
Non-Disc.$0
Employees22
Clients20
DateJul 2024
Total AUM$482.2M
Discretionary$482.2M
Non-Disc.$0
Employees22
Clients20
DateApr 2024
Total AUM$482.2M
Discretionary$482.2M
Non-Disc.$0
Employees22
Clients20
DateFeb 2024
Total AUM$482.2M
Discretionary$482.2M
Non-Disc.$0
Employees23
Clients20
DateNov 2023
Total AUM$455.4M
Discretionary$455.4M
Non-Disc.$0
Employees23
Clients0
DateAug 2023
Total AUM$431.1M
Discretionary$431.1M
Non-Disc.$0
Employees23
Clients0
DateAug 2023
Total AUM$431.1M
Discretionary$431.1M
Non-Disc.$0
Employees22
Clients0
DateJun 2023
Total AUM$431.1M
Discretionary$431.1M
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$354M
Discretionary$316M
Non-Disc.$37.9M
Employees17
Clients0
DateFeb 2022
Total AUM$333.1M
Discretionary$287.8M
Non-Disc.$45.3M
Employees13
Clients0
DateSep 2021
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees14
Clients0
DateSep 2021
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees14
Clients0
DateMay 2021
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees14
Clients0
DateFeb 2021
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees14
Clients0
DateJan 2021
Total AUM$168.5M
Discretionary$132.3M
Non-Disc.$36.2M
Employees7
Clients0
DateDec 2020
Total AUM$168.5M
Discretionary$132.3M
Non-Disc.$36.2M
Employees4
Clients0
DateDec 2020
Total AUM$168.5M
Discretionary$132.3M
Non-Disc.$36.2M
Employees4
Clients0
DateSep 2020
Total AUM$168.5M
Discretionary$132.3M
Non-Disc.$36.2M
Employees4
Clients0
DateJul 2020
Total AUM$168.5M
Discretionary$132.3M
Non-Disc.$36.2M
Employees4
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0