Adviser Profile
| As of Date | 04/02/2026 |
| Registration | SEC, Approved, 07/21/2025 |
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| Former registrations | |
| ADV Location | LEHI, UT, United States |
| Contact Info | 385 xxxxxxx |
| Websites |
| AUM* | 139,000,000 39% |
| of that, discretionary | 139,000,000 39% |
| Number of Employees | 11 175% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 275,248 -15% |
| % High Net Worth | 4.75% -51% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
139M
119M
99M
79M
60M
40M
20M
2025
2026
Private Funds
No private funds