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FORVIS MAZARS WEALTH ADVISORS, LLC

dba FORVIS MAZARS WEALTH ADVISORS, LLC · CRD 110905 · Registered Investment Adviser

FORVIS MAZARS WEALTH ADVISORS, LLC is a Registered Investment Adviser headquartered in SPRINGFIELD, MO. The firm reports $9,751,986,659 in regulatory assets under management across 13,227 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$9,582,216,965
Non-discretionary$169,769,694
Total RAUM$9,751,986,659
Accounts13,227

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 110905. adviserinfo.sec.gov/firm/summary/110905.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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