Wr Wealth Planners LLC
CRD 306951SEC# 801-118523Columbia, MO
No longer SEC-registered. Wr Wealth Planners LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
4
Accounts
—
Location
Columbia, MO
Wr Wealth Planners LLC assets under management
Wr Wealth Planners LLC is a registered investment adviser overseen by the SEC based in Columbia, MO. It employs 4 people.
Wr Wealth Planners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carmen McClennon | Chief Operations Officer | Under 5% | 2023 |
| Carroll Wayne Wilkerson Control | Managing Member, Cco | 50-75% | 2017 |
| Jared Wayne Reynolds Control | Managing Member | 50-75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Wr Wealth Planners LLC have?
Wr Wealth Planners LLC reports 4 employees.
Where is Wr Wealth Planners LLC located?
Wr Wealth Planners LLC is based in Columbia, MO.
Does Wr Wealth Planners LLC disclose fund performance?
Wr Wealth Planners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 E. Southampton Drive, Suite 101, Columbia, MO 65203 |
| Office hours | 8:00 a.m.- 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 69%
More than 31% of 16,825 advisers