V Wealth Advisors LLC is a large advisory firm based in Overland Park. It manages $836.36 million of regulatory assets for 5,406 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 22 other states.
V Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of V Wealth Advisors LLC is $836.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay V Wealth Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of V Wealth Advisors is individuals with 2,921 clients and $549.31 million of assets under management. Among the 9 most similar advisory firms, V Wealth Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $836.36 million for 3,117 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
V Wealth Advisors doesn't advise any private funds.
The company employs 57 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 36 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where V Wealth Advisors LLC performs its advisory services is located at 6800 College Blvd., Overland Park, KS 66211 1534, which is also the mailing address of the firm. An additional office of the firm is in Manhattan, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913 827-4600 or by fax 913 827-4602. The normal business hours are 8:30 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at vwealth.com.