SARVER VROOMAN WEALTH ADVISORS LLC
CRD #332699 SEC #801-131869 KANSAS CITY, MO 816-601-1150
SEC Registered
Total AUM
$436M
Discretionary
$361.4M
Employees
5
Clients
0
Accounts
920
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ESTES-FLEISCHMANN, JESSICA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESTES-FLEISCHMANN, JESSICA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SARVER, JONATHAN | I | MANAGING PARTNER | C | Control |
| SARVER, JONATHAN | I | MANAGING PARTNER | C | Control |
| SARVER, JONATHAN | I | MANAGING PARTNER | C | Control |
| SARVER, JONATHAN | I | MANAGING PARTNER | C | Control |
| SARVER, JONATHAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| VROOMAN, PETER | I | MANAGING PARTNER | C | Control |
| VROOMAN, PETER | I | MANAGING PARTNER | C | Control |
| VROOMAN, PETER | I | MANAGING PARTNER | C | Control |
| VROOMAN, PETER | I | CHIEF COMPLIANCE OFFICER | C | Control |
| VROOMAN, PETER | I | MANAGING PARTNER | C | Control |
| DIETZ, RON | I | PARTNER | B | Control |
| DIETZ, RON | I | PARTNER | B | Control |
| DIETZ, RON | I | PARTNER | B | Control |
| DIETZ, RON | I | PARTNER | B | Control |
| KING, THOMAS | I | PARTNER | B | Control |
| KING, THOMAS | I | PARTNER | B | Control |
| KING, THOMAS | I | PARTNER | B | Control |
| KING, THOMAS | I | PARTNER | B | Control |
Registrations
Federal
IA
Oct 8, 2025 REGISTERED
Notice Filings (7)
FL KS MO NE NH NJ TX
Address
9237 WARD PARKWAYSUITE 320
KANSAS CITY, MO 64114
United States
Phone: 816-601-1150