| As of Date | 05/27/2026 |
| Registration | SEC, Approved, 09/25/2025 |
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| ADV Location | SALT LAKE CITY, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 5,782,490 |
| of that, discretionary | 5,782,490 100% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 7 -13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 120,469 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds