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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

WEALTH MANAGEMENT ADVISORS INC

CRD 106521

LEAWOOD, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b112839-cffb-8eea-33e8-6a362d9d6432

Data as of Mar 5, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2012 to Mar 5, 2020
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $504MItem 5.F on the latest filing (2020-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $504M
Private client RAUM: $504MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 339
Individual clients: 168
High net worth clients: 171
Custody, client assets: $176M
SEC number: 801-44115
CRD: 106521
Filings on the tape: 16
First filed: Mar 23, 2012
Latest filed: Mar 5, 2020
Organised: Corporation, Kansas

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCGREW, KEVIN, SUMNER	President	E	yes	05/2004	Mar 23, 2012	Mar 5, 2020
WATKINS, PAUL, LEWIS	PARTNER / CHIEF COMPLIANCE OFFICER	Na	yes	04/2010	Mar 23, 2012	Mar 5, 2020

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 5, 2020	$504M	$504M	6	5	0	n/a	n/a
2018	Mar 26, 2019	$466M	$466M	6	5	0	n/a	n/a
2017	Mar 8, 2018	$501M	$501M	8	4	0	n/a	n/a
2016	Jan 25, 2017	$459M	$459M	6	4	n/a	n/a	n/a
2015	Feb 22, 2016	$451M	$431M	6	5	n/a	n/a	n/a
2014	Mar 9, 2015	$494M	$478M	6	5	n/a	n/a	n/a
2013	Feb 4, 2014	$475M	$458M	6	5	n/a	n/a	n/a
2012	Mar 12, 2013	$466M	$447M	10	8	n/a	n/a	n/a
2011	Mar 23, 2012	$438M	$418M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$504M	$466M	8.2%	$459M	3.2%	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RUBINBROWN ADVISORS LLC	5	May 6, 2020	May 1, 2020	LEAWOOD, KS	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (2)

← MCGREW, KEVIN, SUMNEROwnerPRESIDENT, ownership code E, individual
Mar 23, 2012 to presentfactForm ADV
← WATKINS, PAUL, LEWISOwnerPARTNER / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV

Registered with (7)

← KEVIN SUMNER MCGREWAdvisorregistration: previous registration
Dec 1, 1997 to May 6, 2020factForm ADV
← DIANE COE DERCHERAdvisorregistration: previous registration
Feb 20, 2012 to May 6, 2020factForm ADV
← PAUL LEWIS WATKINSAdvisorregistration: previous registration
Jan 13, 2005 to May 6, 2020factForm ADV
← MATTHEW DWAYNE ISONAdvisorregistration: previous registration
Jan 24, 2008 to May 6, 2020factForm ADV
← Christopher M WurstAdvisorregistration: previous registration
Mar 20, 2019 to May 6, 2020factForm ADV
← RONALD NELSON SANDERSAdvisorregistration: previous registration
Oct 1, 2010 to May 9, 2013factForm ADV
← JONATHAN LAWRENCE BOOZEAdvisorregistration: previous registration
Oct 1, 2010 to May 9, 2013factForm ADV

Moved with (1)

→ RUBINBROWN ADVISORS LLCRegistered adviser5 advisors, firm absorbed, same day
May 6, 2020 to May 1, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b112839-cffb-8eea-33e8-6a362d9d6432
First observed: Mar 23, 2012
Last observed: Mar 5, 2020 79 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTH MANAGEMENT ADVISORS INC

CRD 106521

LEAWOOD, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b112839-cffb-8eea-33e8-6a362d9d6432

Data as of Mar 5, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCGREW, KEVIN, SUMNER

President

yes

05/2004

Mar 23, 2012

Mar 5, 2020

WATKINS, PAUL, LEWIS

PARTNER / CHIEF COMPLIANCE OFFICER

yes

04/2010

Mar 23, 2012

Mar 5, 2020

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 5, 2020

$504M

n/a

2018

Mar 26, 2019

$466M

n/a

2017

Mar 8, 2018

$501M

n/a

2016

Jan 25, 2017

$459M

n/a

2015

Feb 22, 2016

$451M

$431M

n/a

2014

Mar 9, 2015

$494M

$478M

n/a

2013

Feb 4, 2014

$475M

$458M

n/a

2012

Mar 12, 2013

$466M

$447M

n/a

2011

Mar 23, 2012

$438M

$418M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$504M

$466M

8.2%

$459M

3.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RUBINBROWN ADVISORS LLC

May 6, 2020

May 1, 2020

LEAWOOD, KS

Firm absorbed

RIA to RIA

100.0%