CRD: 332699
Sarver Vrooman Wealth Advisors LLC
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- Custodian
- Broadridge · First Clearing · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-21-2025
- Office Locations
- 1
Office Locations
About Sarver Vrooman Wealth Advisors LLC
Sarver Vrooman Wealth Advisors is a Kansas City-based, SEC-registered, fee-only fiduciary RIA founded in 1999, serving primarily engineers, executives, entrepreneurs, and employee owners. The firm provides comprehensive planning (retirement, Social Security, estate/legacy, charitable gifting, insurance reviews) and customized investment management emphasizing diversification and risk management across value/dividend equities, convertible and diversified bond strategies, and alternatives. Uses RightCapital for planning portal.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PETER VROOMAN
Chief Compliance Officer
- CRD
- #2429867
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
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RON DIETZ
Director of Risk Management
- CRD
- #5464781
JESSICA MARIE ESTES-FLEISCHMANN
Chief Operating Officer
- CRD
- #4754150
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $381,817,165 | $642,790 |
| Non-Discretionary | $70,343,181 | $206,892 |
| Total | $452,160,346 | $484,112 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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