FAS WEALTH PARTNERS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.78B |
| Discretionary | $3.77B100% of AUM |
| Non-Discretionary | $7.1M |
| Client Accounts | 5,110 |
| Avg Account Size | $739K |
| Employees | 33 |
| Peak AUM | $3.78BFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.8B | +43.0% | +20.5% | +21.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $3.78B |
| Discretionary | $3.77B |
| Employees | 33 |
| Client Accounts | 5110 |
| Client Range | More than 500 |
Contact & Location
Address
4747 W 135 STREET
LEAWOOD KS 66224
Phone
913-239-2300
Filing History
103 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.8B
99.8% of AUM
Non-Discretionary
$7M
0.2% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInsurance CompanyPension Consultant