WR WEALTH PLANNERS LLC

200 E. Southampton Drive
Suite 101
Columbia, Missouri 65203
Tel: 573-875-3939

About WR WEALTH PLANNERS LLC

WR WEALTH PLANNERS LLC, formally registered with the SEC as WR WEALTH PLANNERS LLC. The firm was established in 04/24/2020. They have over 6 offices throughout the country.

WR WEALTH PLANNERS LLC is a Columbia, Missouri based Financial Planning firm with nearly $482,155,256 assets under management, offering retirement planning & investment advisory services to 3070 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306951
SEC#	801-118523
Assets Managed by Firm	$482,155,256
No. of Clients	3070
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3070	$482,155,256
Individuals (other than high net worth individuals)	1072	$173,410,094
High net worth individuals	132	$285,227,453
Pension and profit sharing plans	5	$4,045,611
Charitable organizations	2	$4,269,223
Corporations or other businesses	5	$15,102,804

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NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218

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