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Forvis Mazars Wealth Advisors, LLC CRD 110905
$12.0B regulatory AUM 113 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-15 |
| NC | RA | APPROVED | 2022-06-01 |
Branch Locations
One Oak Plaza Suite 300, Asheville, NC 28806 • United States
910 East St Louis St, Springfield, MO 65806 • United States
191 Peachtree Street Ne Suite 2700, Atlanta, GA 30303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dixon Hughes Goodman Wealth Advisors Llc | Asheville | NC | 09/2017 | 05/2022 |
| Dixon Hughes Goodman Llp | Asheville | NC | 01/2005 | 09/2017 |
| Forvis Wealth Advisors Llc | Asheville | NC | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Asheville | NC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-02 |
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