| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 09/26/2024 |
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| ADV Location | LINDON, UT, United States |
| Contact Info | 385 xxxxxxx |
| Websites |
| AUM* | 109,624,448 -75% |
| of that, discretionary | 91,869,894 -9% |
| Number of Employees | 11 22% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,660,976 -74% |
| % High Net Worth | 39.39% 13% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds