| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 02/10/2025 |
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| Former registrations | |
| ADV Location | LEHI, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 160,988,324 -12% |
| of that, discretionary | 160,988,324 -12% |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 160,988,324 -12% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Performance-based fees
No private funds