LEXAURUM ADVISORS, LLC

CRD

283653

SEC file #

801-107738

EIN

812102346

DBA names

Lexaurum Advisors

Economics

AUM

$1.27B

AUM band

$1B+

AUM trajectory

'20 · $315.5M

'21 · $420.7M

'22 · $549.1M

'23 · $675.9M

'25 · $1.01B

'26 · $1.27B

'20'26

$315.5M → $1.27B▲ +302%

sec adv history

Client mix

Individuals Other	1,858
Individuals High Net Worth	331
Corporations	31
Charitable Organizations	9
Pension Profit Sharing Plans	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 19 advisors

'21 · 24 advisors

'22 · 27 advisors

'23 · 26 advisors

'25 · 30 advisors

'26 · 31 advisors

'20'26

19 advisors → 31 advisors▲ +63%

sec adv history

Primary office

OVERLAND PARK KS

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consulting

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

03/18/2026

facebook.com/wealthcharter(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HUGHES, PETER, WELLINGTON

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

HUGHES, PETER, WELLINGTON

STANFIELD, JON, MICHAEL

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:facebook.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001729677

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2018-02-09

Edgar Last Filing Date

2026-04-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-13

Accession0001729677-26-000005

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.5113

Soi Zip Pct 200k Plus

0.2717

Soi Zip Returns 200k Plus

1,440

Soi Zip Total AGI

1,001,900

Fdic Zip Total Deposits

432,349,000

Fdic Zip Branch Count

Fdic Zip Top Banks

The First National Bank of Louisburg

Peoples Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
State Street	1

adv brochure

Edgar Addresses

Mailing

16010 METCALF AVENUE, SUITE 101OVERLAND PARK, KS 66085

Business

16010 METCALF AVENUE, SUITE 101OVERLAND PARK, KS 66085

Edgar EIN

812102346

Edgar Recent Filings

13F-HR2026-04-13 · 0001729677-26-000005

13F-HR2025-11-06 · 0001729677-25-000010

Fdic Zip Branches Raw

The First National Bank of LouisburgStilwell, KS

Fdic Zip HHI

5633.79

Fdic Zip Top Bank Share Pct

67.8

Fdic Zip Year

2022

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	11,674
Returns	1,050

Stub 2

AGI	24,082
Returns	640

Stub 3

AGI	31,841
Returns	510

Soi Zip Total Business Income

28,552

Soi Zip Total Cap Gains

92,974

Soi Zip Total Dividends

30,441

Soi Zip Total Returns

5,300

Top Owner CRD

4216340

Trust Company Affiliate