SourcingSourcing

SARVER VROOMAN WEALTH ADVISORS LLC

B55
CRD 332699·SEC 801-131869·KANSAS CITY, MO
AUM
$452.2M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SARVER VROOMAN WEALTH ADVISORS LLC
CRD
332699
SEC file #
801-131869
EIN
—
DBA names
—

Economics

AUM
$452.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$436.0M → $452.2M▲ +4%
Client mix
Individuals Other169
Individuals High Net Worth122
Corporations3
Charitable Organizations2

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/21/2026
ADV-W filed at
—
Website
svwealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PAV, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
PAV, LLC
VROOMAN, PETER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SVWEALTHADVISORS.COM
Rdap Domain Creation Date
2019-05-30T16:36:21Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2684
Soi Zip Pct 200k Plus
0.065
Soi Zip Returns 200k Plus
840
Soi Zip Total AGI
1,129,804
Fdic Zip Total Deposits
23,171,772,000
Fdic Zip Branch Count
425
Fdic Zip Top Banks
UMB Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Wells Fargo2
Fdic Zip Branches Raw
First State Bank of MissouriKansas City, MO
Commerce Bank of Kansas City, National AssociationKansas City, MO
Fdic Zip HHI
1221.17
Fdic Zip Top Bank Share Pct
28.25
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-05-30T16:36:21Z
Rdap Domain Last Changed
2025-04-29T15:30:37Z
Rdap Nameservers
Ns77.domaincontrol.comNs78.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,764
Returns2,540
Stub 2
AGI105,654
Returns2,800
Stub 3
AGI150,556
Returns2,450
Soi Zip Total Business Income
30,686
Soi Zip Total Cap Gains
42,877
Soi Zip Total Dividends
26,708
Soi Zip Total Returns
12,930
Trust Company Affiliate
No

People (4)

4
VROOMAN, PETER
IAR · Direct Owner · 37.5%
2429867
RON DIETZ
IAR
5464781
JESSICA MARIE ESTES-FLEISCHMANN
IAR
4754150
THOMAS KING
IAR
6502915