Adviser Profile
| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 05/15/2025 |
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| Former registrations | |
| ADV Location | LEHI, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 158,102,043 21% |
| of that, discretionary | 158,102,043 21% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 387,505 38% |
| % High Net Worth | 24.41% 34% |
| SMA’s | No |
| 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
- Charitable organizations
- 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
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
158M
136M
113M
90M
68M
45M
23M
2025
2026
Private Funds
No private funds