| As of Date | 07/21/2026 |
| Registration | SEC, Approved, 08/18/2026 |
| ADV Location | CENTERVILLE, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 129,121,463 |
| of that, discretionary | 129,121,463 |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 148,415 |
| % High Net Worth | 7.37% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds