# FORVIS MAZARS WEALTH ADVISORS, LLC

FORVIS MAZARS WEALTH ADVISORS, LLC is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** forvismazars.us

## Regulatory record

- **CRD number:** 110905
- **SEC file number:** 801-56928
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-25T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110905

## About

FORVIS MAZARS WEALTH ADVISORS, LLC is an SEC-registered investment adviser in SPRINGFIELD, MO, registered since 1999. The firm manages $9.8 billion in assets, with $9.6 billion on a discretionary basis. It has 123 employees and 78 investment advisers.

## Questions

### What investment stages does FORVIS MAZARS WEALTH ADVISORS typically target?

The firm focuses on traditional wealth management, including diversified portfolios of liquid securities—equities, fixed income, and alternatives—for high-net-worth clients. It does not publicly specialize in venture capital or private equity direct investments at specific stages.

## Related profiles

- [Investment Management Associates](https://altss.com/profile/investment-management-associates)
- [Gold Coast Securities, Inc.](https://altss.com/profile/gold-coast-securities-inc)

---

Last updated: 2026-07-11T05:52:58.000Z

Canonical page: https://altss.com/profile/forvis-mazars-wealth-advisors-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology