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Managing Partner · Forvis Mazars Wealth Advisors, LLC

Holly M. Pantzer

CRD 4613300 · Named on Form ADV at one SEC-registered adviser

At a glance

Forvis Mazars Wealth Advisors, LLC, an SEC-registered wealth manager based in Springfield, MO with $12.0 billion in regulatory assets, lists Holly M. Pantzer on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Holly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Holly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.