PROPARTNERS WEALTH

PROPARTNERS WEALTH of COLUMBIA, MO is an SEC-registered investment adviser (CRD 309875). Regulatory assets under management: $74.4M.

Registration

• CRD: 309875
• Type: Registered investment adviser
• Location: 501 FAY ST, COLUMBIA, MO, 65201
• Phone: 573-693-4233
• Latest filing: 2026-08-06
• Regulatory AUM: $74.4M
• Discretionary AUM: $64.3M
• Non-discretionary AUM: $10.2M
• Clients: 6
• Accounts: 347

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309875 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search