Sarver Vrooman Wealth Advisors Llc
- Regulatory AUM
- $452M
- Discretionary
- $382M
- Clients
- 296
- Avg AUM / client
- $1.5M
- Accounts
- 934
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 169 | $62.5M | 13.8% |
| High net worth individuals | 122 | $387M | 85.5% |
| Charitable organizations | 2 | $468K | 0.1% |
| Corporations and other businesses | 3 | $2.7M | 0.6% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jessica Marie Estes Fleischmann | Chief Compliance Officer | Feb 2025 (2y) | Less than 5% | |
| Peter Vrooman | Managing Partner | Feb 2025 (2y) | 25% – 50% | |
| Ron Dietz | Partner | Feb 2025 (2y) | 10% – 25% | |
| Sarver, Jonathan | Managing Partner | Feb 2025 (2y) | 25% – 50% | |
| Thomas King | Partner | Feb 2025 (2y) | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 867 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- First Clearing, Llc $452M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗