Adviser Profile

As of Date 04/22/2026
Registration SEC, Approved, 03/15/2021
Other registrations (5)
ADV Location SANDY, UT, United States
Contact Info 801 xxxxxxx
Websites
AUM* 257,019,092 78%
of that, discretionary 244,391,356 69%
Number of Employees 18 20%
of those in investment advisory functions 12 50%
Private Fund GAV* 0
Avg Account Size 124,525 -41%
% High Net Worth 4.13% 34%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

244M 209M 175M 140M 105M 70M 35M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary