| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 02/21/2025 |
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| ADV Location | PROVO, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 301,352,937 |
| of that, discretionary | 0 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 90,871,421 33% |
| Avg Account Size | 9,131,907 |
| SMA’s | No |
| Private Funds | 12 12 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Hourly charges
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
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