| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 09/08/2025 |
| ADV Location | OREM, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 305,047 |
| of that, discretionary | 305,047 100% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 14,526 |
| % High Net Worth | 44.44% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
No private funds