Hedge Fund Database

V WEALTH ADVISORS LLC

Adviser information for V WEALTH ADVISORS LLC last updated from Form ADV on October 9th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Kansas, United States

Employees

Total Number of Employees 69
Investment Advisory/Research 43
Registered Broker-Dealer Representatives 29
Registered State Investment Advisers 41
Licensed Agents of an Insurance Company 44
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 4,732 $1.4B
Non-Discretionary 14 $75.0M
Total 4,746 $1.5B

Clients

Type Number RAUM
Individuals 3,600 $523.5M
HNW Individuals 1,034 $844.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 62 $126.4M
Charitable organizations 16 $5.4M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 34 $18.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 4700

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshopsSUBSCRIPTION SERVICES
Compensation % of AUMHourly chargesSubscription feesFixed feesSELECTION OF OTHER ADVISOR FEES
Other Business Activities Insurance broker or agentAccountant or accounting firm

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 1.2B
Portfolio Manager to Program Sponsor
V WEALTH ADVISORS LLC V WEALTH ADVISORS LLC

Identifiers

SEC RIA File Number 801-71232
SEC ERA File Number 801-71232
SEC CIK Numbers 1661149
SEC CRD Numbers 153278
Legal Entity Identifier None

Principal Office

6800 COLLEGE BLVD.
SUITE 380
OVERLAND PARK
KS
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 913 827-4600, Fax: 913 827-4602

Websites

www.vwealth.com/ www.linkedin.com/company/vwealthkansas www.facebook.com/vwealthkansas

Chief Compliance Officer

BRETT LANGE
MANAGING MEMBER
6800 COLLEGE BLVD.
SUITE 380
OVERLAND PARK
KS
United States
Tel: 913-827-4600
Fax: 913-827-4626
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LANGE, BRETT, ALAN Individual – MEMBER/CCO 12/2010 25-50%
BLUMER, THOMAS, EDWARD Individual – MEMBER 12/2010 25-50%
CHERRA, DANIEL, DOUGLAS Individual – MEMBER 01/2017 25-50%
CONNORS, SCOTT, PATRICK Individual – PARTNER 12/2016 5-10%

No. Employees, Historic

9045020192020202120222023202457 on 6/12/201957 on 7/3/201957 on 7/22/201957 on 9/9/201957 on 11/14/201957 on 12/6/201958 on 12/12/201959 on 12/26/201959 on 1/2/202059 on 2/21/202059 on 2/27/202060 on 3/2/202060 on 5/20/202056 on 7/1/202056 on 8/14/202056 on 8/18/202055 on 9/8/202055 on 9/10/202056 on 9/23/202050 on 10/20/202050 on 10/30/202050 on 11/16/202051 on 11/20/202051 on 12/23/202051 on 1/7/202150 on 1/28/202149 on 3/18/202149 on 3/19/202150 on 4/14/202170 on 4/30/202170 on 6/2/202171 on 6/7/202171 on 6/9/202171 on 6/14/202172 on 7/9/202179 on 7/21/202180 on 8/19/202180 on 9/8/202180 on 9/17/202180 on 10/8/202181 on 10/15/202175 on 10/26/202174 on 11/2/202173 on 2/7/202273 on 3/10/202273 on 4/14/202274 on 5/25/202274 on 5/26/202276 on 6/29/202276 on 7/28/202276 on 7/29/202276 on 8/16/202276 on 10/10/202276 on 12/20/202273 on 12/21/202274 on 2/27/202374 on 2/27/202375 on 3/21/202376 on 4/19/202370 on 7/11/202369 on 10/9/2023

RAUM, Historic

2B1B0201920202021202220232024836359425 on 6/12/2019836359425 on 7/3/2019836359425 on 7/22/2019836359425 on 9/9/2019836359425 on 11/14/2019836359425 on 12/6/2019836359425 on 12/12/2019836359425 on 12/26/2019836359425 on 1/2/2020836359425 on 2/21/20201348223607 on 2/27/20201348223607 on 3/2/20201348223607 on 5/20/20201348223607 on 7/1/20201348223607 on 8/14/20201348223607 on 8/18/20201348223607 on 9/8/20201348223607 on 9/10/20201348223607 on 9/23/20201348223607 on 10/20/20201348223607 on 10/30/20201348223607 on 11/16/20201348223607 on 11/20/20201348223607 on 12/23/20201348223607 on 1/7/20211348223607 on 1/28/20211348223607 on 3/18/20211480905623 on 3/19/20211480905623 on 4/14/20211480905623 on 4/30/20211480905623 on 6/2/20211480905623 on 6/7/20211480905623 on 6/9/20211480905623 on 6/14/20211480905623 on 7/9/20211480905623 on 7/21/20211480905623 on 8/19/20211480905623 on 9/8/20211480905623 on 9/17/20211480905623 on 10/8/20211480905623 on 10/15/20211480905623 on 10/26/20211480905623 on 11/2/20211480905623 on 2/7/20221784753771 on 3/10/20221784753771 on 4/14/20221784753771 on 5/25/20221784753771 on 5/26/20221784753771 on 6/29/20221784753771 on 7/28/20221784753771 on 7/29/20221784753771 on 8/16/20221784753771 on 10/10/20221784753771 on 12/20/20221784753771 on 12/21/20221784753771 on 2/27/20231784753771 on 2/27/20231518196247 on 3/21/20231518196247 on 4/19/20231518196247 on 7/11/20231518196247 on 10/9/2023

No. Clients, Historic

7,0003,50002019202020212022202320243117 on 6/12/20193117 on 7/3/20193117 on 7/22/20193117 on 9/9/20193117 on 11/14/20193117 on 12/6/20193117 on 12/12/20193117 on 12/26/20193117 on 1/2/20203117 on 2/21/20206836 on 2/27/20206836 on 3/2/20206836 on 5/20/20206836 on 7/1/20206836 on 8/14/20206836 on 8/18/20206836 on 9/8/20206836 on 9/10/20206836 on 9/23/20206836 on 10/20/20206836 on 10/30/20206836 on 11/16/20206836 on 11/20/20206836 on 12/23/20206836 on 1/7/20216836 on 1/28/20216836 on 3/18/20216875 on 3/19/20216875 on 4/14/20216875 on 4/30/20216875 on 6/2/20216875 on 6/7/20216875 on 6/9/20216875 on 6/14/20216875 on 7/9/20216875 on 7/21/20216875 on 8/19/20216875 on 9/8/20216875 on 9/17/20216875 on 10/8/20216875 on 10/15/20216875 on 10/26/20216875 on 11/2/20216875 on 2/7/20224164 on 3/10/20224164 on 4/14/20224164 on 5/25/20224164 on 5/26/20224164 on 6/29/20224164 on 7/28/20224164 on 7/29/20224164 on 8/16/20224164 on 10/10/20224164 on 12/20/20224164 on 12/21/20224164 on 2/27/20234164 on 2/27/20234746 on 3/21/20234746 on 4/19/20234746 on 7/11/20234746 on 10/9/2023

Holdings

From latest 13F, filed November 15th, 2023 for period ending September 30th, 2023
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 438K 3K –
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 263K 15K –
ADVANCED MICRO DEVICES INC COM 803K 8K –
AGNICO EAGLE MINES LTD COM 229K 5K –
ALIBABA GROUP HLDG LTD SPONSORED ADS 501K 6K –
ALLIANT ENERGY CORP COM 485K 10K –
ALLSTATE CORP COM 259K 2K –
ALPHABET INC CAP STK CL C 827K 6K –
ALPHABET INC CAP STK CL A 1M 11K –
AMAZON COM INC COM 5M 43K –
AMAZON COM INC COM 229K 2K –
AMERICAN CENTY ETF TR US QUALITY GROW 216K 3K –
AMGEN INC COM 221K 823 –
AMGEN INC COM 538 2 –
APPLE INC COM 495K 3K –
APPLE INC COM 9M 55K –
ARISTA NETWORKS INC COM 477K 3K –
ATLASSIAN CORPORATION CL A 363K 2K –
AXON ENTERPRISE INC COM 627K 3K –
BANK AMERICA CORP COM 333K 12K –
BERKSHIRE HATHAWAY INC DEL CL A 531K 1 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 9K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 67K 190 –
BLUE OWL CAPITAL CORPORATION COM 181K 13K –
BOEING CO COM 300K 2K –
BP PLC SPONSORED ADR 277K 7K –
CADENCE DESIGN SYSTEM INC COM 1M 6K –
CANADIAN PACIFIC KANSAS CITY COM 149K 2K –
CANADIAN PACIFIC KANSAS CITY COM 107K 1K –
CATERPILLAR INC COM 820K 3K –
CHEVRON CORP NEW COM 292K 2K –
CHEWY INC CL A 400K 22K –
CISCO SYS INC COM 3K 48 –
CISCO SYS INC COM 588K 11K –
CLOUDFLARE INC CL A COM 611K 10K –
CONOCOPHILLIPS COM 527K 4K –
COSTCO WHSL CORP NEW COM 367K 650 –
CROWDSTRIKE HLDGS INC CL A 499K 3K –
CUMMINS INC COM 256K 1K –
DANAHER CORPORATION COM 371K 1K –
DEERE & CO COM 788K 2K –
DISNEY WALT CO COM 600K 7K –
DISNEY WALT CO COM 5K 65 –
ELI LILLY & CO COM 654K 1K –
ENTERPRISE PRODS PARTNERS L COM 205K 7K –
ETF SER SOLUTIONS CLEARSHS ULTRA 238K 2K –
EXXON MOBIL CORP COM 109K 930 –
EXXON MOBIL CORP COM 875K 7K –
FAIR ISAAC CORP COM 369K 425 –
FIDELITY COMWLTH TR NASDAQ COMPSIT 214K 4K –
HOME DEPOT INC COM 2M 5K –
INTEL CORP COM 407K 11K –
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 317K 7K –
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 25K 551 –
INVESCO QQQ TR UNIT SER 1 13K 37 –
INVESCO QQQ TR UNIT SER 1 4M 12K –
IQVIA HLDGS INC COM 330K 2K –
ISHARES TR CORE S&P SCP ETF 498K 5K –
ISHARES TR RUS 1000 VAL ETF 13K 84 –
ISHARES TR CORE US AGGBD ET 3M 33K –
ISHARES TR MSCI EAFE ETF 623K 9K –
ISHARES TR S&P 500 GRWT ETF 329K 5K –
ISHARES TR RUS 1000 ETF 299K 1K –
ISHARES TR RUSSELL 2000 ETF 719K 4K –
ISHARES TR RUS 1000 VAL ETF 202K 1K –
JOHNSON & JOHNSON COM 467 3 –
JOHNSON & JOHNSON COM 305K 2K –
JPMORGAN CHASE & CO COM 2M 12K –
JPMORGAN CHASE & CO COM 725 5 –
LOWES COS INC COM 831 4 –
LOWES COS INC COM 320K 2K –
LULULEMON ATHLETICA INC COM 2M 4K –
MASTERCARD INCORPORATED CL A 2M 4K –
MCDONALDS CORP COM 527 2 –
MCDONALDS CORP COM 521K 2K –
MERCK & CO INC COM 626K 6K –
MERCK & CO INC COM 69K 674 –
META PLATFORMS INC CL A 392K 1K –
META PLATFORMS INC CL A 28K 92 –
MICROSOFT CORP COM 12K 38 –
MICROSOFT CORP COM 6M 19K –
NETFLIX INC COM 1M 3K –
NEXTERA ENERGY INC COM 532K 9K –
NVIDIA CORPORATION COM 6M 13K –
OLD DOMINION FREIGHT LINE IN COM 604K 1K –
ONEOK INC NEW COM 320K 5K –
ORACLE CORP COM 2M 19K –
PALO ALTO NETWORKS INC COM 432K 2K –
PAYCHEX INC COM 447K 4K –
PAYPAL HLDGS INC COM 441K 8K –
PEPSICO INC COM 1M 7K –
PFIZER INC COM 39K 1K –
PFIZER INC COM 373K 11K –
PGIM ETF TR PGIM ULTRA SH BD 1M 24K –
PGIM ETF TR PGIM ULTRA SH BD 88K 2K –
PHILLIPS 66 COM 588K 5K –
PHILLIPS 66 COM 961 8 –
PINTEREST INC CL A 385K 14K –
PIPER SANDLER COMPANIES COM 218K 2K –
PPG INDS INC COM 519 4 –
PPG INDS INC COM 875K 7K –
PRICE T ROWE GROUP INC COM 244K 2K –
PROCTER AND GAMBLE CO COM 2M 11K –
QUALCOMM INC COM 712K 6K –
ROKU INC COM CL A 468K 7K –
SALESFORCE INC COM 1M 7K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 589K 12K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 327K 5K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 33K 258 –
SELECT SECTOR SPDR TR TECHNOLOGY 140K 855 –
SELECT SECTOR SPDR TR SBI HEALTHCARE 172K 1K –
SELECT SECTOR SPDR TR TECHNOLOGY 133K 813 –
SERVICENOW INC COM 210K 376 –
SNOWFLAKE INC CL A 640K 4K –
SPDR DOW JONES INDL AVERAGE UT SER 1 853K 3K –
SPDR S&P 500 ETF TR TR UNIT 1M 3K –
SPDR S&P 500 ETF TR TR UNIT 21M 49K –
TARGET CORP COM 259K 2K –
TESLA INC COM 18K 70 –
TESLA INC COM 214K 855 –
TEXAS INSTRS INC COM 372K 2K –
TIDAL ETF TR ATAC US ROTATION 1M 72K –
ULTA BEAUTY INC COM 228K 570 –
UNITED PARCEL SERVICE INC CL B 623 4 –
UNITED PARCEL SERVICE INC CL B 279K 2K –
VANECK ETF TRUST MRNGSTR WDE MOAT 166K 2K –
VANECK ETF TRUST MRNGSTR WDE MOAT 233K 3K –
VANGUARD INDEX FDS S&P 500 ETF SHS 89K 226 –
VANGUARD INDEX FDS TOTAL STK MKT 2M 9K –
VANGUARD INDEX FDS TOTAL STK MKT 325K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 5K –
VANGUARD STAR FDS VG TL INTL STK F 240K 4K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 589K 6K –
VISA INC COM CL A 3M 12K –
WALMART INC COM 3M 19K –
WISDOMTREE TR INTL QULTY DIV 615K 19K –
ZOETIS INC CL A 778K 4K –